Amazon's cloud biz had a bit of a 'slow your roll' moment, but don't sweat it, they're still chillin' at the top. Plus, AI's in the house!
Amazon's cloud biz had a bit of a 'slow your roll' moment, but don't sweat it, they're still chillin' at the top. Plus, AI's in the house!

Yo Did AWS Just Hit the Brakes?

Alright check it y'all! Your boy Will here reporting live from the mansion! Word on the street is Amazon's cloud biz AWS had a little… slowdown. Like remember that time Geoffrey tried to breakdance? Awkward. They pulled in $29.27 billion which sounds like a grip but the Wall Street cats were expecting more. Maybe they shoulda consulted Carlton's investment portfolio. (Just kidding Carlton!)

From Bel Air to Cloud Infrastructure Who Knew?

Now listen up! Even with this slight hiccup AWS is still the big cheese in the cloud game holding down about 19% of Amazon's total loot. That's like having the keys to the Benz ya know? But Microsoft that slick competitor is comin' up strong with their Azure cloud. Google's in the mix too tryin' to make it rain. It's a cloud party people!

Tariffs? As If!

Hold up! Remember that time Uncle Phil got all fired up about taxes? Well even with all this trade war drama and tariffs makin' things harder cloud computing is still growin' like my sneaker collection. Automakers and retailers are sweatin' the extra costs but AWS is keepin' it cool. Talk about a major key to success!

Show Me the Money! (and Margins)

Check this out: AWS made $11.55 billion in operating income. That's more cheddar than Geoffrey's seen in a lifetime of butlering! And their operating margin? Off the charts! Widest it's been since... well since before I moved to Bel Air probably. They're playin' the game like it's a game of pool at the country club all smooth moves!

AI's in the House! (and the Cloud)

But wait there's more! AWS is gettin' into the AI game launchin' a service for streaming video games (fresh!) and formin' an AI squad. They're droppin' serious cash on data centers with chips for trainin' AI models. Think of it as buildin' a bigger fancier mansion for the digital age!

More Capacity or What?!

Yo according to Amazon's CEO Andy Jassy they could be makin' even more bank if they had more AI capacity. Like imagine if Jazz actually had game! They're rollin' out new chips like the Trainium2 and the next gen Nvidia gear but demand is through the roof. Looks like AWS is about to enter it's GOLDEN ERA! AWS is also movin' away from China for parts. Smart move I'd say!


Comments

  • a1readsite profile pic
    a1readsite
    5/6/2025 10:01:26 PM

    AWS needs to hire Jazz as their hype man. He'd be awesome!