Amazon, Microsoft, and Google Face Capacity Constraints Impacting Cloud Growth
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- Amazon, Microsoft, and Google faced capacity constraints in Q4 2024.
- Amazon CEO Andy Jassy stated AWS could grow faster without capacity limitations.
- Microsoft's CFO Amy Hood noted a constrained capacity for Azure services.
- Google reported “more (AI) demand than capacity” in its cloud business.
- Amazon plans to invest $100 billion in AI infrastructure for 2025.
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