I was missing in combat, but it seems that he wants to resurface strongly. Amazon, the company that imperially dominates the electronic commerce sector (and the cloud) seems to have awakened from its lethargy and promises to put the batteries in the AI segment. And he will do it by investing an irreverent amount of money.
100,000 million dollars in 2025. This Thursday Amazon presented its financial results, and at the conference with investors Andy Jassy made clear His aspirations for 2025. “We spend 26.3 billion dollars in Capex in the fourth quarter, and I think that reasonably represents what can be expected for the capex rhythm in 2025”. Or what is the same: they plan to invest 100,000 million dollars during this year.
Almost everything for the. And the clear focus, explained the head of Amazon, will be in the field that is attracting almost all the investment. He said that “the vast majority of that capex will be spent on AWS.” This means investment in data centers, communications and hardware equipment to meet the enormous demand in generative.
The Big Tech spending like Big Tech. It seems that talking about stratospheric investments has become contagious among the greats of the industry. Alphabet revealed Wednesday that would invest 75,000 million dollars In Capex in 2025k, and Microsoft indicated that he planned to spend 80,000 million dollars In 2025 for the construction of data centers dedicated to AI. Goal is also in that race, and those responsible said the company will spend up to 65,000 million dollars In Capex this year.
Do these investments make sense of Depseek’s emergence? The model Deepseek R1 He has put the Sector upside down, especially by demonstrating that it was possible to train a model that competes with the best for very little money. It is likely that the six million of those who speak Deepseek are only part of the total expenditure, but still the companies seem determined to continue investing and burning money as if there were no tomorrow. The creation of data centers is for these key companies of the future: it will be in which theoretically all the requests that billions of users will end up doing (according to their plans) will be processed at all hours.
The new Alexa, protagonist. Amazon It takes months —Who years – preparing the launch of a new version of Alexa enhanced by AI. The company has summoned the media on February 26 to Attend an event dedicated to Alexaand it will be then when we can know his novelties. A lot of this renewed assistant is expected, which could play a fundamental role in the Amazon ecosystem.
Amazon has invested a lot in Anthropic. It must be remembered that although there have been no releases such as those raised by OpenAi, Google or Meta, the company has strengthened its position with multimillion -dollar investments. Here the specific case is that of the 8,000 million dollars that Amazon has invested in Anthropic, head of the Chatbot Claude that could be a fundamental part of Alexa or other proposals and platforms in the short term.
And they have a gigantic (but inaccessible) model. The company also has been working on Olympus, a gigantic LLM that has double parameters that GPT-4 and that in theory it must be able to compete with the most powerful models today. Amazon has not launched it publicly or is available, but if the leaks are confirmed, we could be facing another of the great protagonists of this sector. Will they license it as Open Source as they have made a goal and deepseek with their models? It will be interesting to see what happens to him.
Image | Fortune Brainstorm Tech 2014 | Microsoft
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