Three Key Constraints That Could Derail The Data Center Buildout Story [zero hedge]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
Company Research
Source: zero hedge
Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls , including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it won't be a straight line from here as the US attempts to hold the number one spot in the global AI race. Challenges are mounting, and the latest coverage on this comes from a conversation Goldman analyst Brian Singer had with Mark Monroe, a former principal engineer in Microsoft's Datacenter Advanced Development Group, who warned that data center buildouts face three major
Show less
Read more
Impact Snapshot
Event Time:
AMZN
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AMZN alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AMZN alerts
High impacting Amazon.com, Inc. news events
Weekly update
A roundup of the hottest topics
AMZN
News
- Stock market today: Dow, S&P 500, Nasdaq futures steady with Wall Street on win streak despite AI fears [Yahoo! Finance Canada]Yahoo! Finance Canada
- Not A Bear Market Yet, But It's Already A Stock Picker's Dream [Seeking Alpha]Seeking Alpha
- Amazon exec says the most important lessons from Jeff Bezos were the power of the 16 leadership principles he once dismissed as a ‘cult' [Yahoo! Finance]Yahoo! Finance
- Quant check on Eminence Capital's top Q4 holdings: AMZN, GTLB, AMD, LPX [Seeking Alpha]Seeking Alpha
- Amazon halts Blue Jay robotics project after less than six months [TechCrunch]TechCrunch
AMZN
Earnings
- 2/5/26 - Miss
AMZN
Sec Filings
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- AMZN's page on the SEC website