Detailed view for this entity.
“People want to see a 22 a 25% growth rate for AWS. They can do that momentum back on Amazon's side.”
“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 revenue is up 24% to $35.6 billion.”
“Then the CEO says AWS growing 24% which is our fastest quarter in 13 quarters.”
“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.”
“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.”
“you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.”
“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.”
“there are parts of the business like Amazon Web Services that are capital light.”
“they've consistently held above 30%.”
“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.”
“AWS is growing at a pace we haven't seen since 2022, reacelerating to 20.2% growth.”
“Instead of 18, they reported 20% growth, which was higher than any of the growth rates over the previous five quarters.”