Amazon spent $ 26.3 billion in capital expenses during the fourth quarter of 2024, and it is “it is”reasonably representative“From what he plans to spend each quarter of 2025,” said CEO Andy Jassy When calling the results of the fourth quarter of the company on Thursday. The “vast majority” of these expenses would go to Amazon’s web services and the development of AI.
Thursday’s announcement comes in the middle of a concerted push by almost all major players in AI space to invest massively in AI in the new year. Earlier in the week, CEO of alphabet Sundar Pichai said to investors that google plans to spend about $ 75 billion In the AI, the capital’s capital expenses this year, Meta will probably spend between 60 billion and $ 65 billion. For its part, Microsoft initiated $ 80 billion in the capital’s capital expenses in 2025.
Amazon revealed in December Let him associate with Anthropic, Maker of the Claude Big Language Model, to form the next generation of the company’s LLMS on its newly published Trainium2 processors. To this end, Amazon is currently building a data center hundreds of thousands of chips. According to Jassy, the company plans to reveal the successor of trainium2, trainium3, later this year.
“We learn all of each other,” said Jassy about Amazon’s competition on Thursday. “You have seen and will continue to see a lot of jumps between us.”
These investments come as the US IA industry industry Exit from DeepseekAn AI that offers performance comparable to the main models of OpenAi reasoning for a fraction of cost and energy needs. While Amazon’s shares have increased by 40% in the past year, its value has slipped 4% after the profit call on Thursday.