#aws

#aws

Specifically, analysts pulled some numbers out of their... hat, and decided that Amazon would end up spending $150 billion on CapEx for 2026. Amazon then proclaimed that it was going to be a lot closer to $200 billion ("no worries, you only missed by the GDP of Croatia"), and the industry spent the next two business weeks just beating the absolute stuffing out of their stock for it. How badly? Shares fell 11% after hours, then kept falling for nine straight sessions - the longest losing streak since 2006 - erasing more than $450 billion in market value. That's more than the entire market cap of most companies that analysts are supposedly experts at evaluating.

Nested virtualization involves running a hypervisor inside another hypervisor. It is not an entirely bonkers idea because it offers the chance to create a test or simulation environment for the collection of linked VMs that makes up many enterprise IT setups. The technique can also be useful in production for containerised workloads, which often see tools like Kubernetes and Docker run in a VM, and every container running in its own VM.

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"We're growing at really an unprecedented rate. Yet, I think every provider would tell you, including us, that we could actually grow faster if we had all the supply that we could take," he said on the company's Thursday earnings call. "And so we are being incredibly scrappy around that. If you look in the last 12 months, we added 3.9 gigawatts of power. Just for perspective, that's twice what we had in 2022....We expect to double it again by the end of 2027."

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In a February 2 notification sent to relevant customers, the cloud giant says it is updating its Service Terms to specify it does not have "defense or payment obligations for third-party patent claims against you related to use of these services for audio/video encoding, decoding, or transcoding." The services in question are AWS Elemental MediaLive, AWS Elemental MediaConvert, Amazon Interactive Video Service, Chime SDK, Amazon GameLift Streams, and Amazon Kinesis Video Services.

AWS has moved quickly to flood the European continent with its elastic compute fabric, but while it may take two years to bring a new datacenter online, securing power for the facilities can take up to seven years, Pamela MacDougall, who heads energy markets and regulation for AWS EMEA, said in an interview with Reuters this week.

For a decade, AWS's position on multi-cloud was clear: don't. Multi-cloud meant a lowest-common-denominator architecture. Multi-cloud meant giving up the managed services, the security integrations, the features that justified the lock-in. Multi-cloud was for that indecisive tranche of companies that couldn't commit. And until 2019, mentioning other clouds at all was forbidden at AWS conferences. Then in November 2025, AWS launched AWS Interconnect with Google Cloud as a launch partner,

At the beginning of January, AWS quietly raised the prices of EC2 Capacity Blocks for machine learning. This represents an increase of approximately 15 percent for GPU-based instances used for heavy ML training. It is noteworthy that AWS implemented the change over the weekend without a separate announcement to customers. Specifically, the p5e.48xlarge and p5en.48xlarge instances have become more expensive. According to The Register, these instances, equipped with multiple NVIDIA H200 GPUs, are used for large-scale machine learning and AI workloads.

When the company reported Q3 earnings on Oct. 30, it beat on the top and bottom lines, with EPS of $1.95 vs. an estimated $15.7, and revenue of $180.17 vs. $177.80 estimated. Meanwhile, revenue from Amazon Web Services was $33 billion and revenue from advertising was $17.7 billion. Concerns about the company's enormous AI CapEx remain, but after the Q3 earnings call, the stock was rewarded by bullish investor sentiment, hitting its first record high since February 2025.

Nearly a decade ago, a major financial services firm faced an AWS account manager during an aggressive cloud migration. AWS advised to keep it simple, run everything on AWS, and avoid other clouds. This seemed wise, as AWS promised ease of use, top-tier services, and little interoperability trouble. Over the years, that decision proved costly. While trying to adapt to new markets, evolving compliance standards, and rapidly changing technology, the company