最近,AWS公布了2025年第四季度成绩单——营收356亿美元,同比增长24%。这不仅是三年来最强劲的季度增长,更关键的是,这个增长建立在 年化收入规模已达1420亿美元 的庞大体量之上。用CEO安迪·贾西的话说:“在1420亿美元的基础上实现24%增长,和在小得多的基数上实现更高百分比增长,完全是两码事。” ...
一次胜利并不是天文数字季度;而是一个清晰的布局。AWS 收入小幅超预期、经营利润率稳定或改善、未履约义务增长以及可信的产能时间表,都将表明 Microsoft 的暴跌更多关乎时点而非终极价值。一次动摇则会是 AWS 收入疲软并伴随保守指引、利润率压力归因于 AI 组合,以及资本支出可见性模糊。在那种情况下,市场会假定支出曲线在回收前会更陡峭。鉴于股价已在财报前回落,预期较低,但仍不足以宽恕关于 ...
Forbes contributors publish independent expert analyses and insights. Kate O’Flaherty is a cybersecurity and privacy journalist. Amazon Web Services is starting to get back up and running after a ...
The offshoot of Amazon’s online bookstore has led the public cloud market for a decade. How did it get there? Will its dominance continue? The rumors of Amazon Web Services’ fall from the pinnacle ...
Amazon Web Services’ big annual event, re:Invent 2025, is getting into full swing in Las Vegas today. Last year’s event was largely focused on their AI efforts, including new foundation models, ...
From the abrupt exit of CEO Adam Selipsky to attacking the AI market unlike ever before, here are the 10 most important AWS news stories of 2024 so far that you need to know about. Amazon Web Services ...
In five years of writing for various audiences, Uche has learned to simplify career-focused content for ambitious learners regardless of their qualifications. Her work is published in notable ...
Adam Selipsky is stepping down from his role as CEO of Amazon Web Services, Amazon has confirmed to TechCrunch. In a memo shared internally by Amazon CEO Andy Jassy and published this morning to the ...
From being Amazon EC2’s first-ever product manager and helping roll out Amazon Web Services’ first service level agreements, to why Amazon CEO Andy Jassy selected him to become AWS’ new CEO—CRN breaks ...
It's the defining cloud battle of our time: AWS vs Microsoft Azure vs Google Cloud Platform. Who can win the IaaS enterprise market? Computerworld takes a look at the merits of the big three vendors ...
This comprehensive guide about AWS covers the expansive cloud services offered by Amazon, common use cases and technical limitations and what to know when adopting this technology. Image: ...
Retail sales in North America are the biggest sales driver, but cloud services bring in the most operating income David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...