))
The Mighty AWS Falters
Manage episode 504606772 series 3660640
David Linthicum에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Linthicum 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드
공유
