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Amazon Web Services profits squeezed

Amazon Web Services profits squeezed as AI arms race drives spending surge

An increase in Amazon Web Services spending cut into the cloud giant’s profits in the second quarter as AWS raced to meet demand for AI against Microsoft, Google, and others.

CNBC on MSN · 22h

Amazon boosts capex to more than $118 billion as AI cloud arms race heats up

CNBC’s MacKenzie Sigalos reports on Amazon’s move to raise its quarterly capital spending to $31.4 billion, setting an annualized pace above $118 billion and escalating the hyperscaler race against Microsoft and Alphabet to dominate AI infrastructure.

Seeking Alpha on MSN · 21h

Amazon slides as investors eye the profit outlook amid big spending on the AI arms race

Jassy also countered the idea that Amazon ( NASDAQ: AMZN) may have fallen behind in the AI arms race.

AI, Amazon

Gizmodo · 1d

Amazon Throws Money at ‘Netflix of AI’

Gizmodo reached out to Amazon for comment on its reported funding of Showrunner, as well as any potential content partnerships the company may enter into with Fable Studio. Amazon has not responded at the time of publication.

Yahoo · 20h

Amazon backs a new service described as the "Netflix of AI" that would let people make their own TV shows using existing IP

Amazon has backed a new AI service that is being called the "Netflix of AI", and it's another depressing development in the use of generative AI in the entertainment industry.

eWeek · 5h

Amazon Backs ‘Netflix of AI’ Platform Where Users Create & Remix TV Shows

Showrunner turns viewers into creators with AI-generated TV shows. Users can write, animate, voice, and star in episodes using just a prompt and a photo.

Amazon earnings beat across board

MarketWatch · 5h

Amazon’s stock is falling, as this trend from earnings has investors worried

AWS didn’t see the same growth acceleration as its cloud rivals, raising questions about the returns on Amazon’s high AI spending.

Business Insider · 1d

Amazon earnings recap: Stock falls on murky guidance and AI competition despite Q2 earnings beat

Amazon's stock sank on Thursday afternoon, weighed down by mixed guidance and AI competition, though the company beat Q2 earnings expectations.

Fortune on MSN · 22h

Amazon earnings beat across the board, but shares fall as investors fret about trade headwinds

With headcount inching up to 1.55 million, CEO Andy Jassy said "AI progress across the board continues to improve our customer experiences, speed of innovation, operational efficiency, and business growth,

AWS, Amazon and Q2

Geekwire on MSN · 23h

Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits; AWS up 17% to $30.9B

Follow-up: Amazon Web Services profits squeezed as AI arms race drives spending surge Amazon beat estimates for its second-quarter earnings with $167.7 billion in revenue, up 13% year-over-year, and earnings per share of $1.

Live Mint on MSN · 22h

Amazon Q2 profit jumps 35% to $18.2 billion, driven by AI and AWS growth

The Seattle-based company posted net profit of $18.2 billion for the second quarter that ended June 30, compared with $13.5 billion in the same period last year.

Shacknews · 23h

Amazon (AMZN) reports $30.9 billion in Q2 2025 AWS revenue

Amazon’s (AMZN) latest earnings report provides insight into the company's various branches and subsidiaries, including Amazon Web Services. AWS has been a huge revenue-driver for years, and this quarter is no different.

19h

Amazon CEO Andy Jassy tried to calm concern about AI cloud competition. Wall Street isn't buying it.

On an earnings conference call, analysts asked tough questions about cloud growth and AI rivals. Jassy's answers didn't quell ...

1don MSN

Amazon Alexa Fund backs Fable — the ‘Netflix of AI’ — where users create TV shows with prompts

The AI-generated Fable TV show "Exit Valley" is an animated satire set in Sim Francisco, a simulated version of Silicon ...

Big Tech's AI investments set to spike to $364 billion in 2025 as bubble fears ease

Amazon, Alphabet, Microsoft, and Meta reported they were set to spend a cumulative $364 billion in their respective 2025 ...

The American Bazaar1h

Security scare: Hacker embedded dangerous prompt in Amazon’s Q AI tool

Tech experts are very worried about a major security breached happened on Amazon’s AI coding assistance Q, as per Bloomberg.

2don MSN

Amazon Q2 earnings preview: AI bets, cloud growth, and tariff changes in the spotlight

Amazon reports Q2 2025 earnings Thursday, with investors watching for signs of AI-driven growth, AWS momentum, and how ...

eWeek23h

AI Deal Between Amazon, New York Times Worth Up to $25M Annually

Some tech giants are using news content to train AI, raising copyright concerns and reshaping how real-time information ...

2don MSN

Amazon to Pay New York Times at Least $20 Million a Year in AI Deal

The multiyear deal lets Amazon use content from the Times’s news and cooking sections and the Athletic.

Amazon: Secretly Winning The AI Race

Amazon's $4B stake in Anthropic and deep AWS integration boost enterprise AI adoption. Click here to find out how Claude ...

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Amazon Web Services profits squeezed

AI, Amazon

Amazon earnings beat across board

AWS, Amazon and Q2

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