Detailed view for this entity.
Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.
Claims about this entity's actions, status, or capabilities.
Subject
Quote from Video
AWS is growing at a pace we haven't seen since 2022, reacelerating to 20.2% growth.
“AWS is growing at a pace we haven't seen since 2022, reacelerating to 20.2% growth.”
Subject
Quote from Video
Instead of 18, they reported 20% growth, which was higher than any of the growth rates over the previous five quarters.
“Instead of 18, they reported 20% growth, which was higher than any of the growth rates over the previous five quarters.”
Subject
Quote from Video
they've consistently held above 30%.
“they've consistently held above 30%.”
Subject
Quote from Video
It gave us an update and saying that AWS continues to push the boundaries of custom artificial intelligence silicon with the general availability of tranium 3 ultra servers featuring the first 3 nanometer AI chip in the AWS cloud.
“It gave us an update and saying that AWS continues to push the boundaries of custom artificial intelligence silicon with the general availability of tranium 3 ultra servers featuring the first 3 nanometer AI chip in the AWS cloud.”
Subject
Quote from Video
there are parts of the business like Amazon Web Services that are capital light.
“there are parts of the business like Amazon Web Services that are capital light.”
Subject
Quote from Video
AWS growth was also strong. We're looking at about 128 billion over 107 billion same time last year. That's almost a 20% growth on a year-over-year basis.
“AWS growth was also strong. We're looking at about 128 billion over 107 billion same time last year. That's almost a 20% growth on a year-over-year basis.”
Subject
Quote from Video
you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.
“you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.”
Subject
Quote from Video
this week Amazon AWS is having its reinvent conference in Vegas and they announced that they are going to be supporting NVLink Fusion, which is NVIDIA's answer to the custom silicon market.
“this week Amazon AWS is having its reinvent conference in Vegas and they announced that they are going to be supporting NVLink Fusion, which is NVIDIA's answer to the custom silicon market.”
Subject
Quote from Video
AWS revenue is up 24% to $35.6 billion.
“AWS revenue is up 24% to $35.6 billion.”
Subject
Quote from Video
Then the CEO says AWS growing 24% which is our fastest quarter in 13 quarters.
“Then the CEO says AWS growing 24% which is our fastest quarter in 13 quarters.”
Subject
Quote from Video
But again, this one shows us the AWS revenue growth rates. And we can clearly see that it is accelerating quite a bit right now, which is fantastic.
“But again, this one shows us the AWS revenue growth rates. And we can clearly see that it is accelerating quite a bit right now, which is fantastic.”
Subject
Quote from Video
People want to see a 22 a 25% growth rate for AWS. They can do that momentum back on Amazon's side.
“People want to see a 22 a 25% growth rate for AWS. They can do that momentum back on Amazon's side.”
Subject
Quote from Video
AWS got to do it, man. Got to do it. They get it done. Come in, you know, several percentage points over what Wall Street's expecting.
“AWS got to do it, man. Got to do it. They get it done. Come in, you know, several percentage points over what Wall Street's expecting.”
Subject
Quote from Video
AWS grew by 24%.
