Amazon
Jassy: “As fast as we install AI capacity we’re monetising it” - but need to be "scrappy" getting power is coming with risks.
"I'm not sure folks realize how strong a chips company we've become."
That's 27 down, just another 3,209 to go by 2029.
"It's moving in the right direction... but we haven’t yet gotten the program that the community has been asking for."
CEO Andy Jassy: We’ve heard “loud and clear” that customers "relish" better AI price performance.
Oracle has announced a major new partnership with Google Cloud that brings its Database inside GCP. Is AWS next?
CapEx looks set to pass $60 billion