Amazon indicated it will spend more than 100 billion US dollars on capex in 2025, up from approximately 80 billion dollars in 2024. "The vast majority of that capex spend is on AI for AWS," Andrew Jassy, CEO of Amazon said. "We think virtually every application that we know of today is going to be reinvented with AI inside of it and with inference being a core building block, just like compute and storage and database. If you believe that, plus altogether new experiences that we've only dreamed about are going to actually be available to us with AI, AI represents, for sure, the biggest opportunity since cloud and probably the biggest technology shift and opportunity in business since the Internet."
However, Jassy also referenced a number of constraints, including the supply of chips from third parties, the roll out of its own chips and energy. "The world is still constrained on power from where I think we all believe we could serve customers if we were unconstrained." he noted.
With respect to the apparent AI breakthroughs achieved by DeepSeek, Jassy said Amazon was "in part impressed with some of the training techniques, primarily in flipping the sequencing of reinforcement training -- reinforcement learning being earlier and without the human-in-the-loop. We thought that was interesting ahead of the supervised fine-tuning. We also thought some of the inference optimizations they did were also quite interesting." Source: Amazon
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