Lates News

date
04/08/2026
The head of Amazon's (AMZN.O) cloud business stated that customers are beginning to shift from using the company's services to train AI models to integrating these models into their own business processes, which is driving the growth in demand for inference computing. Matt Garman, CEO of Amazon Web Services, said on Monday, We are still seeing some companies using large training clusters, but as these models become increasingly popular and powerful, more and more companies are integrating this inference capability into their workloads. He noted that the potential for AI business is enormous, and companies will continue to increase capital expenditures to meet the growing demand. As the world's largest provider of computing power and data services, Amazon announced last week that it expects capital expenditures to reach $220 billion by 2026, up from a previous forecast of $200 billion. The increase in spending reflects the rising prices of storage chips and other components required for data centers.