Amazon Web Services (AWS) Matt Garman offers a major title during the AWS Re: Invest in Las Vegas on December 3, 2024.
Noah Berger Getty Images Entertainment | Gety pictures
Amazon He said on Thursday that the growth of revenue from its business in the field of cloud computing was slightly slowing to less than 19 % on an annual basis in the fourth quarter, barely inspecting the estimates of analysts.
The company said in a statement that the Amazon web services achieved 28.79 billion dollars. Street analysts expected 28.84 billion dollars. AWS growth was in the third quarter A little above 19 %.
AWS is still larger than any other cloud infrastructure provider, before Microsoft and Google. Two of its closest peers as well I missed expectations on Cloud revenues For the fourth quarter.
Amazon now gets 15 % of the total revenue from AWS. The department is still a major cash supply, providing slightly more than half of its profit. The total operating income AWS 10.63 billion dollars, an increase of 48 % and above the consensus, worth $ 10.45 billion.
During the quarter, I told the leader of AWS, Matt Garman, CNBC apple It has been used Custom Amazon chips To run artificial intelligence models and experience Amazon Amazon training treatments from the next generation.
At the conference of its annual re -invention in Las Vegas in December, AWS A announced “Buy with AWS” A button can add software to their sites on a simple purchase.
“AWS is a great, reasonable business by most of the standards of people, and although we expect growth to be blocked during the next few years as courses adopting institutions, capacity considerations, and technology developments affect the timing, it is difficult to fill our optimism about what lies Andy Jaci, CEO of Amazon Company and the original president of AWS, said at a phone conference with analysts, before AWS and business customers, Andy Jaci, CEO of Amazon and the original president of AWS, said at a phone conference with analysts.
However, AWS can grow faster if not the shortage of motherboards, power and treatments.
“They come in a form, as you know, I would like to say chips from our third partners who come a little slower than before with many changes in the middle of the way that takes a little time to get the devices that already result from the percentage of the percent Hygienic and high quality we expect. “
End of a deficiency is expected in the second half of 2025.
Gasi said that capital investments are in the fourth quarter, including monetary capital expenditures, exceeded 26 billion dollars, and the annual operating rate must work to invest capital throughout 2025. He said most of the spending is allocated to Amnesty International in AWS.
In January, Amazon began to reduce the production age of some servers and communication equipment to five years from six years due to a faster pace in developing artificial intelligence. Brian Olsfeski, President of Amazon, Brian Olsafisky, said the accounting change should decrease the operating income of 2025 by $ 700 million.
He watches: Watch the full CNBC interview with AWS VP from the infrastructure in Rasad Calianaraman
