earnings
121
CEO Andy Jassy: We’ve heard “loud and clear” that customers "relish" better AI price performance.
“The amount of compute needed to train Llama 4 will likely be almost 10 times more than what we used to train Llama 3.”
Multinational has spun up its own AI SaaS accessible via API and trained on proprietary data.
"The number of and revenue from new product introductions has steadily declined over the past decade."
"These are also expensive resources and we also use the opportunity to think about skill mix, location mix…”
"While we believe this was an isolated incident, we are further sharpening our hiring policies"
"Really the only non-Chinese OEMs controlling software across all the vehicle domain"
"We're just scratching the surface of what's possible, and we're taking steps to seize opportunities down the road..."
"Similar to previous technology shifts such as the advent of the Internet, generative AI is driving the next wave of growth."