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All articles tagged with #aws

Jassy doubles down on Amazon's $200B bet on AI, chips and growth
business1 day ago

Jassy doubles down on Amazon's $200B bet on AI, chips and growth

Amazon CEO Andy Jassy defends roughly $200B in capex planned for 2026, arguing demand and economics justify bets on AI, custom chips, and related initiatives. He notes AWS AI revenue at about a $15B annual run rate and internal chips revenue above $20B, with two large customers seeking all Graviton capacity in 2026 (which Amazon declined). The letter frames AI as a once-in-a-lifetime opportunity, acknowledges a drop in free cash flow due to capital spending, and highlights progress across grocery, satellite broadband, Now delivery, Alexa+, and Zoox, while signaling possible external sales of chip racks and broader robotics opportunities. Trainium deployments are advancing, underscoring that Amazon’s “Day 1” strategy remains to invest heavily for long-term leadership.

via GeekWire|
#amazon#andy-jassy#artificial-intelligence
Amazon’s AI-Inflected, Multi-Path Growth Playbook
business2 days ago

Amazon’s AI-Inflected, Multi-Path Growth Playbook

Amazon CEO Andy Jassy outlines a non-linear growth strategy for 2025–2026 built on aggressive AI investments, robotics, and global delivery scale. Key highlights include AWS’s booming AI stack (SageMaker, Bedrock, Trainium) and a fast-growing custom-chip business; ongoing capex funded by strong customer commitments, including major OpenAI investments, with long-term free cash flow expected to rise as capacity monetizes. The company is expanding fulfillment robotics to over a million units, pushing rural delivery with a $4B expansion, and building the Amazon Leo LEO satellite network to close the digital divide, plus ultra-fast options like Same-Day Fulfillment Centers, Now, and Prime Air. Jassy stresses that progress won’t be linear and that leadership requires returning to first principles, experimenting across parallel paths, and viewing AI as a multiplier reshaping every customer touchpoint and business line.

via About Amazon|
#ai#amazon#aws
Jefferies backs AMZN on AI/AWS upside with $300 target
market-news12 days ago

Jefferies backs AMZN on AI/AWS upside with $300 target

Jefferies analyst Brent Thill argues Amazon's long-term AI and AWS advantages justify a Buy rating and a $300 price target, despite near-term headwinds from AI capex and AWS growth slower than peers; he sees an asymmetric setup as AI spending normalizes and AWS re-accelerates, with AMZN trading at a discount to Walmart and an expected ~43% upside over the next year.

via TipRanks|
#ai#amazon#amzn
Drones Strike Amazon Data Centers as War Targets Cloud Infrastructure
technology1 month ago

Drones Strike Amazon Data Centers as War Targets Cloud Infrastructure

Amid the US-Iran conflict, drones damaged three Amazon AWS data centers in the UAE and Bahrain, with IRGC claiming responsibility for striking one site; outages spurred disaster-recovery efforts, while Microsoft said there was no regional attack impact and Google reported no outages. The incidents highlight how data centers have become critical, vulnerable infrastructure in modern warfare as regional AI expansion continues.

via Business Insider|
#aws#data-centers#drones
Iran Attacks Cloud Giants, Reframes Data Centers as Warfront
world1 month ago

Iran Attacks Cloud Giants, Reframes Data Centers as Warfront

Iranian drones struck AWS facilities in the UAE and Bahrain, causing damage and outages, with claims of targeting Microsoft as well though no outages were reported there. The incidents highlight data centers as critical infrastructure and potential warfronts amid growing AI-driven infrastructure needs, as regional instability prompts AWS to advise customers in the Middle East to migrate workloads to other regions.

via Futurism|
#aws#cyberwar#data-centers
Amazon reports drone strikes hit three Middle East AWS data centers, sparking outages
technology1 month ago

Amazon reports drone strikes hit three Middle East AWS data centers, sparking outages

Drones struck three AWS data centers in the UAE and near Bahrain, causing structural damage, power disruption, and water damage from fire suppression; AWS says operations in the Middle East are significantly impaired with elevated error rates, and Amazon is working to restore services while advising customers to back up data and consider migrating workloads to other regions.

via CBS News|
#amazon#aws#data-centers
AWS unit snaps up GW Ashburn campus for $427 million
business1 month ago

AWS unit snaps up GW Ashburn campus for $427 million

Amazon Data Services, an AWS subsidiary, purchased George Washington University’s Virginia Science and Technology Campus in Ashburn for $427 million. GW can continue using the campus for up to five years under the deal; proceeds will fund an endowment to strengthen research, teaching, and student financial aid, with some funds potentially used for one-time staff bonuses. The campus hosts programs in nursing, engineering, physics and chemistry, plus labs and administrative buildings; GW says there is no immediate impact on its programs.

via WTOP|
#amazon#aws#business
Drone Strikes Hit AWS Data Centers in UAE and Bahrain, Cloud Services Disrupted
technology1 month ago

Drone Strikes Hit AWS Data Centers in UAE and Bahrain, Cloud Services Disrupted

Drone strikes damaged three AWS data centers in the UAE and Bahrain amid US-Iran tensions, disrupting EC2, S3, and DynamoDB services, causing structural damage and water-related outages from fire suppression, with recovery expected to be prolonged; AWS warns the regional operating environment remains unpredictable and advises customers to back up data and consider migrating workloads to other regions.

via Business Insider|
#aws#cloud-computing#data-centers
Drones Hit AWS Data Centers in UAE and Bahrain, AWS Reports Outages
world1 month ago

Drones Hit AWS Data Centers in UAE and Bahrain, AWS Reports Outages

AWS said drone strikes damaged three of its data centers in the United Arab Emirates and Bahrain, causing fires, structural damage, power and water-related outages, and prompting fire suppression. Two UAE facilities were hit directly while a strike near a Bahrain facility caused outages; AWS is working to restore services and warns the Middle East operating environment remains volatile, advising customers to back up data and consider migrating workloads to other AWS regions.

via BBC|
#aws#bahrain#data-center
UAE AWS Data Center Fire Triggers Outage Amid Middle East Strikes
technology1 month ago

UAE AWS Data Center Fire Triggers Outage Amid Middle East Strikes

AWS said a fire at a United Arab Emirates data center was caused by an object impact, taking one Availability Zone offline and disrupting connectivity; restoration could take at least a day as facilities, cooling and power systems are repaired and local authorities coordinated with. The incident comes amid US/Israeli strikes on Iran and retaliatory actions in the region, with a second UAE zone in Bahrain reporting a localized power issue. Customers were advised to enact disaster recovery plans and restore from remote backups in alternate AWS Regions.

via Business Insider|
#aws#data-center#disaster-recovery
OpenAI Expands AWS Capacity, Reassures Microsoft Partnership
market-news1 month ago

OpenAI Expands AWS Capacity, Reassures Microsoft Partnership

OpenAI has struck a major deal with Amazon to expand AWS capacity for its AI systems, adding a significant new computing option alongside Microsoft Azure. The arrangement is described as not altering the long-standing Microsoft–OpenAI partnership; Microsoft retains exclusive rights to OpenAI technology and core services will continue to run on Azure, with open terms for future multi-cloud collaborations. The move is meant to meet rising demand without replacing Microsoft as the primary partner. Analysts still rate both AMZN and MSFT as Strong Buys, with MSFT offering about 51% upside versus roughly 34% for Amazon.

via TipRanks|
#amazon#aws#azure