Amazon's Cloud Business Faces Crucial test After Rivals Microsoft,
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By Deborah Mary Sophia

Feb 5 (Reuters) - The pressure is on Amazon.com to provide on lofty expectations for cloud computing in its fourth-quarter outcomes on Thursday, after Microsoft and Google's lackluster reports jolted financier faith in Big Tech's billion-dollar financial investments in AI.

Shares of major tech companies surged in the past two years on the belief that massive datacenter needs for artificial-intelligence innovations would power financial investment for several years.

But that was before Chinese startup DeepSeek said it had actually attained AI breakthroughs at a fraction of the expense, precipitating a selloff in technology stocks that some say was overdue.

Still, Amazon may be much better than rivals to profit from more affordable AI, analysts say, due to its enormous cloud service and lower direct exposure to costly large-language models that power apps like ChatGPT.

Amazon Web Services, hikvisiondb.webcam the world's biggest cloud services supplier, setiathome.berkeley.edu is anticipated to publish its strongest income boost in eight quarters at 19.3%, according to data assembled by LSEG.

But Microsoft and Meta were both required to protect their AI spending plans last week, and shares of Google-parent Alphabet dropped 8% on Wednesday after it said it would be spending more on capex than analysts prepared for.

"Microsoft and Google results have put much more of a microscope on Amazon's cloud growth," said Dave Wagner, portfolio supervisor at Aptus Capital Advisors, which holds shares in all three innovation business.

"But if Amazon can crush it on their cloud numbers, the market's going to absolutely like that report."

The business was the very first big cloud supplier to accept DeepSeek's AI designs last month and [forum.kepri.bawaslu.go.id](https://forum.kepri.bawaslu.go.id/index.php?action=profile