Tag: Amazon
All the articles with the tag "Amazon".
Build Public-Facing Generative AI Applications with Amazon Q Business for Anonymous Users
Published: at 12:06 AMAmazon Q Business can now serve public-facing generative AI applications to anonymous users via IP address-based authentication. This boosts accessibility but requires careful security configuration to prevent abuse.
Amazon Leans on NVIDIA's AI Power for AWS Innovation
Published: at 12:47 AMAmazon is enhancing AWS with NVIDIA's AI technology, introducing new EC2 instances powered by Grace Hopper Superchips and integrating NeMo Retriever to advance its search and conversational AI capabilities.
Microsoft and Amazon's Capex Surge Signals Focus on AI and Cloud Infrastructure
Published: at 04:35 PMMicrosoft and Amazon are significantly increasing their capital expenditure, fueled by the demand for AI and cloud infrastructure. This investment reflects their bullish outlook on these sectors and intense competitive dynamics.
Microsoft and Amazon Capex Under Scrutiny Amid AI Investment Concerns
Published: at 03:48 PMThe article examines whether Microsoft and Amazon's AI-related capital expenditure is sustainable, questioning if revenue growth will justify massive investments. Analyst concerns focus on the need for AI to deliver significant returns.
Amazon's Booming Ad Revenue: A Key Growth Driver
Published: at 02:34 PMAmazon's advertising revenue is a crucial growth driver, surpassing expectations with higher profit margins than retail. Investors should closely monitor its performance as it reshapes Amazon's financial landscape and competitive positioning.
Amazon and Nvidia Consider All Energy Sources, Including Fossil Fuels, for AI Power
Published: at 02:23 PMAmazon and Nvidia are considering all energy sources, including fossil fuels, to power AI's increasing demands, revealing a conflict between technological progress and environmental goals and raising questions about future energy strategies.
Nvidia and Amazon Face Potential AI Data Center Demand Slowdown: A Market Analysis
Published: at 03:03 AMA Baird report indicates Amazon may be slowing Nvidia chip purchases, focusing on optimizing existing AI infrastructure. This suggests a potential shift in AI data center spending towards infrastructure and efficiency rather than solely on acquiring more chips.
Amazon and Nvidia See No Slowdown in AI Data Center Demand
Published: at 06:25 PMNvidia and Amazon report continued strong demand for AI data center infrastructure, signifying robust growth and investment in the AI sector. This highlights the widespread adoption of AI and the need for increased computing power.
Wedbush Bullish on Tech Giants' AI Potential, Sees Trillion-Dollar Market Opportunity
Published: at 03:07 PMWedbush forecasts a $1 trillion AI market, highlighting Microsoft, Amazon, and Google's dominance due to their cloud infrastructure and AI prowess. They expect continued data center investments.
AI Boom Drives Massive Data Center Demand: Amazon and Microsoft Race to Build
Published: at 01:16 PMAmazon and Microsoft are at the forefront of a data center building boom driven by surging AI demand. The race to provide the necessary infrastructure brings opportunities and challenges related to supply chains, energy consumption, and ethical considerations.