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Amazon delivered a mixed quarterly earnings report on Thursday, pairing strong cloud growth with a cautious holiday forecast and third-quarter results below Wall Street expectations.
Economy
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Demand for its budget-focused Wildcat Lake processors is outstripping supply, and CFO David Zinsner confirmed the chips are sold out.- Published on
On Thursday’s quarterly earnings call, Amazon CEO Andy Jassy reiterated that AWS can become a trillion-dollar annual revenue business.- Published on
SanDisk said on its fiscal 2027 first-quarter earnings conference call that AI inference is reshaping the supply and demand landscape of the NAND flash market, and that customers generally underestimate the NAND capacity needed to run AI infrastructure.- Published on
In the same period, it achieved operating revenue of RMB 17.582 billion, up 73.81% year on year.