Articles about Andy Jassy

Amazon drone delivery set to expand nationally, reaching nearly 500 U.S. cities and towns this year

Amazon’s Prime Air drone delivery service is finally going national. It’s a milestone nearly 13 years in the making: Jeff Bezos unveiled the program on 60 Minutes in December 2013, to widespread skepticism. Both the technology and the regulations took far longer than expected. Read More

SpaceX earnings: Elon Musk says Starlink could deliver most of the world’s internet within a decade

Elon Musk says Starlink could carry most of the world’s internet within a decade. SpaceX’s first earnings report as a public company showed the satellite business, built on satellites made in Redmond, is the only profitable part of the company. Read More

Amazon tops $3 trillion and Microsoft surges as Wall Street sets aside AI spending fears, for now

Amazon passed $3 trillion in market value for the first time Monday and Microsoft climbed 5%, extending a rally that followed cloud earnings from both companies last week. The two are now the world’s fourth and fifth most valuable companies. Read More

AWS is ‘booming,’ but Amazon’s free cash flow turns negative on record AI spending

Amazon reported $200.6 billion in second-quarter revenue, up 20%, with AWS growing 37%, its fastest pace since the end of 2021. Free cash flow turned negative for the first time since 2023 as the company poured money into AI data centers. Read More

Amazon earnings preview: Wall Street looks for more cloud growth as AI spending hits a record

Amazon reports second-quarter results Thursday afternoon, with AWS growth expected to accelerate and capital spending on pace for a record $200 billion this year. The big question: How much patience do investors have left for the company’s bet on AI? Read More

Amazon cuts jobs in AGI group as it puts more focus on customer-facing AI

Amazon confirmed layoffs in its artificial general intelligence organization, the group behind its Nova models, as the company sharpens its AI focus toward tools for business customers. The cuts follow a year of leadership turnover in the group and a broader run of reductions since January. Read More

AWS EC2 and AI leader Dave Brown to exit, replaced by Amazon exec and Microsoft vet Dave Treadwell

Dave Brown is leaving Amazon Web Services after nearly 19 years, departing at the end of July for a new role outside the company. Dave Treadwell, a longtime Amazon executive who spent 27 years at Microsoft, will take over AWS Compute and ML Services on Aug. 1. Read More

Prime Day shows how AI is changing shopping, testing Amazon’s bet against ChatGPT and others

Adobe found that shoppers who reached retail sites through AI chatbots were 40% more likely to buy during Prime Day than those from search, email or social media — the first time AI-referred traffic converted best. Amazon has blocked rival shopping agents from its store while building its own assistant. Read More

Podcast

Anthropic, Amazon, and the Fable shutdown; AI-powered school arrives; World Cup tech

Anthropic took its two newest AI models offline to comply with a U.S. order, with Amazon CEO Andy Jassy reportedly among those who raised the concerns behind it. The GeekWire Podcast also digs into agentic AI’s effect on Amazon’s culture, an AI-driven school opening near Seattle, and the sensor-packed World Cup ball. Read More

Worlds collide at Amazon Spheres as pro-Palestinian group protests cloud giant’s Israel contracts

Carrying bullhorns and signs depicting Amazon executives as war criminals, about two dozen people protested outside the Spheres in Seattle on Thursday evening, calling on the company to stop providing technology to Israel for what they described as genocide in Gaza. Read More

Two pizzas and a prototype: How agentic AI is rewiring Amazon’s teams and upending its traditions

Swami Sivasubramanian runs dozens of small teams building agentic AI tools and products inside Amazon Web Services. They’ve been using the tools themselves to quietly change how they work — starting with one of Amazon’s most sacred processes. Read More

Amazon CEO reportedly raised Anthropic Fable concerns prior to U.S. order forcing models offline

Andy Jassy was reportedly among the tech leaders who flagged security risks in Anthropic’s newest AI models to senior Trump administration officials — an awkward turn for Amazon, which has invested billions in the AI lab. Read More

Snowflake commits $6B to Amazon Web Services over 5 years in latest AI infrastructure deal

Snowflake committed to spend $6 billion on AWS over five years, including the use of Amazon’s custom Graviton processors. The deal adds to a growing list of large-scale AI infrastructure commitments on AWS from Anthropic, OpenAI, and Meta. Read More

AWS veteran Matt Wood returns to cloud giant in new role: chief AI and technology officer

Matt Wood, who spent more than 14 years helping to lead Amazon Web Services’ artificial intelligence and machine learning initiatives… Read More

Amazon unifies Alexa+ and Rufus as AI rivals move into online shopping

Amazon announced Alexa for Shopping, merging its Rufus e-commerce chatbot with Alexa+ into a unified experience, aiming to outdo ChatGPT and other general-purpose AI assistants for shopping. Read More

Amazon Now goes national, taking 30-minute delivery to dozens of cities across the country

Amazon is expanding its “Amazon Now” 30-minute delivery service from tests in Seattle and Philadelphia to dozens of U.S. cities, with plans to reach tens of millions of customers by year-end. GeekWire first uncovered the service through permit filings last November. Read More

Amazon turns its logistics empire into a new business, taking on UPS and FedEx in freight and shipping

Amazon launched Amazon Supply Chain Services, bundling freight, distribution, fulfillment, and parcel shipping into a single offering for any business. Shares of UPS dropped nearly 10% and FedEx fell more than 9%. Read More

AWS growth climbs to 28% as Amazon’s big AI bets start to pay off

Amazon Web Services growth accelerated to 28% in the first quarter — its fastest pace in nearly four years — pushing Amazon’s results past Wall Street’s expectations and validating, at least for now, the company’s controversial $200 billion bet on artificial intelligence infrastructure. Read More

OpenAI’s models land on Amazon Bedrock, one day after Microsoft exclusivity ends

SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI’s new relationship status with Microsoft, launching a preview of OpenAI’s models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement. Read More

Amazon earnings preview: Big AI deals meet a $200B spending binge

Amazon reports Q1 earnings Wednesday with a $244 billion cloud backlog and blockbuster deals with Meta, OpenAI, and Anthropic, but investors are watching whether the company’s $200 billion spending plan is starting to pay off. Read More

Meta signs multibillion-dollar deal to use Amazon’s Graviton chips for agentic AI

Facebook parent Meta signed a deal to deploy tens of millions of Amazon’s Graviton5 processor cores for agentic AI workloads, the latest major customer win for Amazon’s growing custom silicon business. Read More

Amazon names AWS exec Prasad Kalyanaraman to S-team, promotes Dave Brown to SVP

Amazon CEO Andy Jassy added AWS infrastructure leader Prasad Kalyanaraman to the company’s S-team and promoted Dave Brown to senior vice president, according to an internal memo viewed by GeekWire. Read More

Podcast

The tough new realities for startups, Amazon’s next big strategic bets, and Allbirds’ crazy AI pivot

This week on the GeekWire Podcast: A week of Seattle-area startup news shows how the AI era is reshaping the regional tech scene. Plus: Amazon makes bold bets again, Allbirds pivots to AI infrastructure, and a special trivia challenge looking back at GeekWire 200 history. Read More

‘Not on a hunch’: Andy Jassy defends Amazon’s $200B spending spree

Amazon CEO Andy Jassy reveals new details about AWS’s AI revenue and its booming chip business in a new shareholder letter that defends the company’s massive capital spending. Read More

Chasing Starlink, Amazon Leo strikes satellite Wi-Fi deal for future Delta flights

Amazon Leo has landed its highest-profile customer yet, reaching a deal with Delta Air Lines to provide satellite-powered Wi-Fi on 500 aircraft starting in 2028. The agreement gives Amazon’s fledgling satellite internet venture a big new partner as it races to catch up with SpaceX’s Starlink. Read More

AWS at 20*: Inside the rise of Amazon’s cloud empire, and what’s at stake in the AI era

With Amazon marking the 20th anniversary of AWS this month, GeekWire spoke with early builders, current AWS insiders, and longtime observers of the company to tell the story of how the business got started, how it won the cloud, and what it’s up against now. Read More

Andy Jassy