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Amazon.com Inc., the world’s largest online retailer and a prominent cloud service provider, in its Q4 earnings call outlined a $100 billion capex plan for 2025, primarily focused on AI infrastructure for AWS, while noting that hardware supply constraints are currently limiting AWS’ AI-driven growth until late 2025. The company is making significant strides in … Read more
Alphabet Inc., the holding company of Google, the search engine giant, discussed its AI strategy in its Q4 earnings call, highlighting the cost and performance advantages of its TPU infrastructure in AI inference. While Search continues to show healthy growth with AI integrations like AI Overviews resonating particularly with younger users, management outlined plans for … Read more
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