Andy Jassy

American businessman

38 stories

39 quotes

But even... even at that amount, we will still not have enough capacity to meet all the demand we have in 2026, and I believe this dynamic will also be true in 2027 too,
Prime Air now has a design that’ll scale, plans to serve communities with 30 million customers by year-end, and expects to deliver half a billion packages by the end of this decade (with an aim to deliver inside 30 minutes),
Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand. Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI."
For servers and networking equipment, on average, it takes a little less than three years to break even on that investment,
We now believe we will spend approximately $220 billion in cash capex in 2026,
Once a data center opens with servers plugged in,... we start generating significant revenue right away and then get to monetize these data centers for 30-plus years without having to spend that start up capital again."

Earlier

Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

CNBCcnbc.com/2026/04…

All four of the U.S. tech giants that reported results on Wednesday signaled that spending on artificial intelligence would not slow down, with combined outlays ‌now set to surpass $700 billion this year, up from around $600 billion previously

Reutersreuters.com/business/retail…