Tag: amazon

AI
Colin Henderson

Amazon Keeps Profit Margins in Orbit E-commerce giant’s strong operating earnings offset huge jump in AI spending and counter worries of margin decline By Dan GallagherFollow Nov. 1, 2024 at 6:00 am ET 7 Gift unlocked article Listen (4 min) Amazon CEO Andy Jassy says he expects next year’s capital spending to surpass this year’s planned $75 billion. PHOTO: DAVID RYDER/BLOOMBERG NEWS Like its big tech rivals, Amazon.com AMZN 6.56%increase; green up pointing triangle is spending a king’s ransom on artificial intelligence. Unlike them, it also has plenty of customers dropping money on toothpaste and razorblades.  That strange brew proved a potent mix for the company’s third-quarter reportThursday. Amazon … Continue reading

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Amazon are the most innovative company

Colin Henderson

Thinking about innovation:  other companies including banks talk about innovation and Amazon just do it.  With revenue increases of 32% in areas that most of the population are possibly not even aware that Amazon is involved in (don’t they sell books??) this reflects an approach that levers what they have built to do other things. Read through for Kevin Kelleher‘s views and some facts on Amazon that might surprise you. Why Jeff Bezos is obsessed with waste Amazon Web Services, meanwhile, offers some of the company’s technology to others. Amazon’s “other revenue” — which includes that of AWS — totaled … Continue reading Amazon are the most innovative company

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Is the stock market telling us the obvious | industrial revolution has arrived

Colin Henderson

The economy is all we think about at the moment.  I prefer to see this as a systemic shift in business, with old business disappearing and a better system appearing. A company I have watched since internet appeared in a big way is Amazon.  Quietly they re-invent things, starting with books, moving to other consumer goods, then to virtual storage, virtual servers, and virtual databases.  More recently the Kindle.  This is not a co-oncidence.  There are no Amazon stores. They are a genuine internet company. Anyhow, I plugged into Google Finance with Amazon, eBay, Dow, Borders (just in case it … Continue reading Is the stock market telling us the obvious | industrial revolution has arrived