))
The Mighty AWS Falters
Manage episode 504606772 series 3660640
A tartalmat a David Linthicum biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a David Linthicum vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Amazon Web Services (AWS) has revealed a 17.5% revenue increase for the June quarter, which, while surpassing Wall Street expectations, is considerably less than the growth rates reported by its competitors, Microsoft Azure at 39% and Google Cloud at 32%. This discrepancy highlights concerns regarding AWS's competitive position, particularly in the burgeoning field of artificial intelligence (AI). Despite AWS's substantial capital expenditures of $31.4 billion in the last quarter, which are more than its rivals, the financial results suggest that these investments may not be yielding the expected growth.
Additionally, AWS's margins contracted to 32.9%, the lowest since late 2023, indicating growing operational pressures. CEO Andy Jassy remained optimistic during the earnings call, asserting it is still "very early days" in the AI race and emphasizing that AWS's larger infrastructure will position the company favorably once capacity constraints ease. However, the market reacted negatively, leading to a 7% drop in Amazon shares that could potentially erase around $170 billion from its market value.
71 epizódok
Megosztás
