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30.10.26 - 07:48
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Amazon shares sink 7% as AI spending fuels cash-burn concerns, overshadow cloud growth (Times of India)
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Amazon's shares dropped significantly in after-hours trading following disappointing earnings and substantial investments in artificial intelligence. The company reported a net income decline and lower-than-expected forecasting for the holiday season. Its cloud computing unit, Amazon Web Services, saw robust growth but raised concerns over cash burn from high capital expenditure. Additionally, Amazon's advertising revenue growth missed analysts' expectations for the first time in seven quarters....
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30.10.26 - 07:06
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Amazon profitiert von Cloud-Geschäft (Cash)
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Technologie - Amazon profitiert weiterhin massiv von seinem Cloud-Geschäft. Die Sparte AWS beschleunigte im vergangenen Quartal ihr Wachstum und steigerte den Umsatz im Jahresvergleich um 39 Prozent auf 46 Milliarden Dollar....
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30.10.26 - 05:06
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Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute (Digitimes)
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Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer. Although the companies did not disclose Oracle's planned Cerebras hardware purchases, the deal highlights the shift toward diversified AI compute resources as inference demand accelerates....
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30.10.26 - 01:18
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Amazon′s cloud acceleration lifts profitability as AI spending absorbs cash (Digitimes)
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Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens the company's central operating challenge: sustaining rapid AWS growth while bringing new capacity into service and maintaining the economics of its much larger retail business....
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29.10.26 - 22:12
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Amazon profitiert von Cloud-Geschäft (DPA-AFX)
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SEATTLE (dpa-AFX) - Amazon profitiert weiterhin massiv von seinem Cloud-Geschäft. Die Sparte AWS beschleunigte im vergangenen Quartal ihr Wachstum und steigerte den Umsatz im Jahresvergleich um 39 Prozent auf 46 Milliarden ......
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29.10.26 - 17:45
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Google: Cloud-Wachstum satt – was Aktionäre übersehen (Der Aktionaer)
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Im KI-Rennen fährt Google längst ganz vorne mit – und liefert inzwischen auch die Motoren für die Konkurrenz. Über die Vermietung von Cloud-Rechenleistung verdient Google ohnehin an den selbst entwickelten TPU-Systemen. Nun trägt auch der Verkauf der eigenen Chips nennenswert zum Wachstum bei....
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