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Jaden Schaefer

πŸ‘€ Speaker
6788 total appearances

Appearances Over Time

Podcast Appearances

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And of course, a lot of that investment is contingent on them coming back and spending with AWS.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And of course, a lot of that investment is contingent on them coming back and spending with AWS.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

So I think their growth is looking really good.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

So I think their growth is looking really good.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And I think a lot of the growth that they saw that 24% was part of a whole bunch of new agreements with big companies and government customers.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And I think a lot of the growth that they saw that 24% was part of a whole bunch of new agreements with big companies and government customers.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

I think Salesforce, BlackRock, Perplexity, and the US Air Force are all new customers making new deals with them.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

I think Salesforce, BlackRock, Perplexity, and the US Air Force are all new customers making new deals with them.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

I think Salesforce, BlackRock, Perplexity, and the US Air Force are all new customers making new deals with them.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

Something else that their CEO was pointing out is that more of the top 500 US startups rely on AWS as their primary cloud provider than on the next two providers combined.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

Something else that their CEO was pointing out is that more of the top 500 US startups rely on AWS as their primary cloud provider than on the next two providers combined.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

Something else that their CEO was pointing out is that more of the top 500 US startups rely on AWS as their primary cloud provider than on the next two providers combined.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

So in the fourth quarter alone, AWS actually added more than a gigawatt of power capacity to their data center network.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

In the fourth quarter alone, AWS actually added more than a gigawatt of power capacity to their data center network, and a gigawatt is really, really impressive.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

In the fourth quarter alone, AWS actually added more than a gigawatt of power capacity to their data center network, and a gigawatt is really, really impressive.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

And a gigawatt is like really, really impressive.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

So

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

According to them, a huge chunk of AWS demand is still coming from their enterprises, which are migrating infrastructure from on-premise systems to the cloud, which, I mean, I think this is a trend that you'll continue to see.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

According to them, a huge chunk of AWS demand is still coming from their enterprises, which are migrating infrastructure from on-premise systems to the cloud, which, I mean, I think this is a trend that you'll continue to see.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

According to them, a huge chunk of AWS demand is still coming from their enterprises, which are migrating infrastructure from on-premise systems to the cloud, which, I mean, I think this is a trend that you'll continue to see.