Amazon, Echoing Microsoft, Says It Can’t Keep Up With AI Demand
(Bloomberg) – Amazon.com Inc. has warned investors that in its cloud meters’ department may conflict restrictions, despite investing about $ 100 billion, and other equipment for investment. Artificial intelligence services.
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To become a supermarket, Chief Executive Director Andy Manat is determined to become ai supermarket, spends a lot in the company’s contour services. He still warned that the growth would be “Lumbie”, and hinted at Amazon in connection with the ability to be delayed in acquisition of devices.
“It is true, we can grow faster, not for some ability limitations,” the conference was reported after the results of the fourth quarter.
Concerns are responded to the enemy’s Microsoft Corp, who say that the growth of its cloud sales was damaged, as they did not have enough data centers for that.
The supply of mits shows the supply of chips. On third parties and Amazon’s own Chip Design Unit, the electricity capacity limits the ability of Amazon Web Services to bring new data centers. This is probably likely to facilitate those restrictions in the second half of 2025.
Amazon spent $ 26.3 billion in capital expenditures in the last three months of 2024, the vast majority of which reached the projects related to AI. Antian and Voskan analysts said the money was a “reasonable representative” at the rate of expenditures, which the company planned to perform in 2025.
According to the company, the alarm increased from 19% to $ 28.8 billion in the quarter. It was a 19% growth period for a cloud score. The operating income created by the unit amounted to $ 10.6 billion, exceeding $ 10.1 billion.
“AWS growth does not accelerate as anticipated and instead coincides with the Q3 level, noting that the company is challenged by the same types of power restrictions on Google and Microsoft competitors.
Justy’s warning on AWS growth restrictions shaded a fairly strong holiday district, offering the company’s main e-commerce and logistics business out of Walmart Inc. for discounts like Temu and Surin.
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