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We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure CapEx to support growth in AWS, including generative AI.
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2024 Q1
1 May 24
we think the majority of the recent cycle is behind us, and we're likely closer to a steady state of these optimization efforts
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2024 Q1
1 May 24
we continue to see the impact of cost optimizations diminish
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2024 Q1
1 May 24
cost efficiencies through network design enhancements and improved volume leverage
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2024 Q1
1 May 24
We saw improvements in our cost to serve, including continued benefit from our work to regionalize our operations, savings from more consolidated customer shipments, and improved leverage driven by strong unit growth and lower transportation rates.
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2024 Q1
1 May 24
For the quarter, third-party seller unit mix was 61%, up 200 basis points year-over-year.
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2024 Q1
1 May 24
we delivered our fastest speeds ever for Prime members
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2024 Q1
1 May 24
better-than-expected operating leverage, including lower cost to serve
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2024 Q1
1 May 24
Kiper is getting closer to having its production satellites in space and entering our commercial data
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2024 Q1
1 May 24
with plans to expand to more than a dozen cities by the end of the year
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2024 Q1
1 May 24
we've launched same-day delivery of prescription medications to customers in 8 cities
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2024 Q1
1 May 24
Our health services business is growing robustly
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2024 Q1
1 May 24
this is before you even calculate gen AI, most of which will be created over the next 10 to 20 years from scratch and on the cloud
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2024 Q1
1 May 24
85% or more of the global IT spend remains on-premises
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2024 Q1
1 May 24
The more demand AWS has, the more we have to procure new data centers, power and hardware.
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2024 Q1
1 May 24
We expect the combination of AWS' reaccelerating growth and high demand for gen AI to meaningfully increase year-over-year capital expenditures in 2024
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2024 Q1
1 May 24
not to overlook the security and operational performance elements of these gen AI services
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2024 Q1
1 May 24
point
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2024 Q1
1 May 24
it will search all this data, summarize logically, analyze trends, engage in dialogue with customers about this data
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2024 Q1
1 May 24
Q at all of your enterprise data repositories
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2024 Q1
1 May 24