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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

A lot of people used to run all of their own compute and data centers and stuff like that, and they would do it at their headquarters or in some sort of data center, and a lot of them are just moving it over to AWS to have them manage it.

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

A lot of people used to run all of their own compute and data centers and stuff like that, and they would do it at their headquarters or in some sort of data center, and a lot of them are just moving it over to AWS to have them manage it.

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

A lot of people used to run all of their own compute and data centers and stuff like that, and they would do it at their headquarters or some sort of data center, and a lot of them are just moving it over to AWS to have them manage it.

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

I think at the same time, AI workloads are also increasingly reinforcing like why these companies need to move to the cloud because they just don't have the resources to do it on site.

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

I think at the same time, AI workloads are also increasingly reinforcing like why these companies need to move to the cloud because they just don't have the resources to do it on site.

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

I think at the same time, AI workloads are also increasingly reinforcing like why these companies need to move to the cloud because they just don't have the resources to do it on site.

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

I think a lot of customers are running really large AI models on AWS and they kind of expect

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

I think a lot of customers are running really large AI models on AWS and they kind of expect

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

I think a lot of customers are running really large AI models on AWS and they kind of expect

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

that their broader cloud footprint needs to expand.

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

that their broader cloud footprint needs to expand.

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

that their broader cloud footprint needs to expand.

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

AWS accounted for 16.6% of Amazon's $213.4 billion in total revenue in the fourth quarter, which I think shows it has like it's a huge chunk of the company's future.

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

AWS accounted for 16.6% of Amazon's $213.4 billion in total revenue in the fourth quarter, which I think shows it has like it's a huge chunk of the company's future.

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

AWS accounted for 16.6% of Amazon's $213.4 billion in total revenue in the fourth quarter, which I think shows it has like it's a huge chunk of the company's future.

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

But I mean, 16% isn't everything.

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

But I mean, 16% isn't everything.

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

But I mean, 16% isn't everything.

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

Obviously, Amazon is still doing a lot of revenue from other segments.

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

Obviously, Amazon is still doing a lot of revenue from other segments.