Written by Deborah Mary Sophia
(Reuters)-Amazon.com is clicking to provide noble forecasts for cloud computing in the results of the fourth quarter on Thursday, after Microsoft and Big Tech Investments in Big-Dollar In AI.
The shares of major technology companies have increased in the past two years to believe that the needs of the huge data center for the technologies of the artificial researcher will invest for years.
But that was before the Chinese operation of Deepseek that it had achieved Amnesty International breakthroughs in a small part of the cost, which leads to a sale in technology shares that some say was late.
However, Amazon may be in a better position than competitors to take advantage of the cheapest artificial intelligence, the analysts say, due to its huge cloud works and low exposure to large models charged with large language that works in energy applications such as Chatgpt.
Amazon Web Services, the world’s largest cloud services provider, is expected to publish its most powerful revenue in eight quarters of 19.3 %, according to the data collected by LSEG.
But both Microsoft and Meta had to defend the plans of artificial intelligence spending last week, and Google-Parent Alphabet fell by 8 % on Wednesday after she said it would spend on Capex more than analysts expected.
“The results of Microsoft and Google have put more than a microscope on the growth of the cloud from Amazon,” said Dave Wagner, a portfolio manager at Aptus Capital Advisors, who carries shares in all three technology companies.
“But if Amazon can crush it on its cloud numbers, the market will love this report completely.”
The company was the first large cloud provider to embrace Deepseek models of artificial intelligence last month, and said that the capital spending, most of which is on artificial intelligence, would be more than $ 75 billion that it is estimated at 2024.
The slowdown in Microsoft Azure and Google Cloud, the second largest cloud player, sparked some analysts about AWS performance.
“Microsoft said it was restricted in the capacity, Google said it was restricted in the capacity. Most likely, Amazon will say that it may be also restricted and that is why its growth rate is not to some extent that the market may expect. Bob Odonil, chief analyst at Technalysis. Research.
Some analysts see the vulnerability of competitors as a sign that Amazon may have acquired the race of artificial intelligence through efforts, including doubling its investments in the anthropoor and providing a wide range of artificial intelligence models on its cloud platform.
“We actually believe that AWS recovers a share. It was growing too slower than Microsoft Azure and Google Cloud for a period Azure and Google Cloud.