- ■
- ■
AWS revenue projected at $34.93B with 21.4% growth as cloud unit accelerated from 18% to 20.2% in recent quarters
- ■
AI capital expenditures hit $125B in 2025 and are expected to climb higher in 2026, while 16,000 corporate employees were cut to fund infrastructure
- ■
Company navigates OpenAI partnership talks worth up to $50B while fighting ‘AI laggard’ perception among Big Tech peers
Amazon drops its fourth-quarter earnings report today, and investors are zeroing in on three critical flashpoints: whether AWS can sustain its acceleration past 20% growth, how high the company’s AI infrastructure spending will climb beyond $125 billion, and whether the recent elimination of 16,000 corporate jobs signals a deeper strategic reset. The numbers arrive as CEO Andy Jassy faces mounting pressure to prove Amazon isn’t falling behind in the AI arms race, even as…
https://www.techbuzz.ai/articles/amazon-q4-earnings-aws-growth-125b-ai-spend-16k-job-cuts
