By Deborah Mary Sophia
(Reuters) -The pressure is on Amazon.com to provide high expectations for calculating cloud in its fourth results Thursday, as Microsoft and Google’s Google Investor Investors In investment in billions of dollars of dollars Big Tech in him.
The shares of the main technology companies have increased in the last two years in the belief that massive data needs for artificial intelligence technologies would have been investing for years.
But it was before the Chinese start Deepseek said it had made its progress at a part of the cost, accelerating a sale in technology actions that some say were delayed.
However, Amazon can be better positioned than rivals to take advantage of the cheapest one, analysts say, due to its massive business in cloud and lower exposure to costly large language models that power applications like chatgpt .
Amazon Web Services, the world’s largest cloud service provider, is expected to post its strongest revenue growth in the eight quarters to 19.3%, according to data compiled by LSEG.
But Microsoft and Meta were both forced to defend their spending plans last week, and Google-Panil Alphabet shares dropped 8% on Wednesday after she said she would spend more on Capex than analysts predicted.
“The results of Microsoft and Google have put even more a microscope in the Amazon Cloud growth,” said Dave Wagner, portfolio manager at Aptus Capital Advisors, who holds shares in all three technology companies.
“But if Amazon can suppress it in their cloud numbers, the market will absolutely love that ratio.”
The company was Cloud’s first big provider to embrace Deepseek’s models last month and said that its capital costs, mainly at him, would be more than $ 75 billion she valued for 2024.
The slowdown of growth in Microsoft Azure and Google Cloud, the second and third largest players of the Cloud, has aroused some care from analysts for AWS performance.
“Microsoft said it was limited to capacity, Google said it was limited to capacity. It is not enough until the market may have expected, ”said Bob O’Donnell, an analyst in the search for technique.
Some analysts see weakness in rivals as a sign that Amazon may have captured in the race through efforts, including doubling its anthropic investments and offering a wide selection of it on its cloud platform.
“We actually believe that AWS is retrieving the part. He had grown much slower than Microsoft Azure and Google Cloud for a period of time, but we believe that while Amazon has caught her offer, there may be less slowing than Azure and Google Cloud, ”said DA Davidson Gil Luria analyst.