Loading…
Loading…
Can you just talk about how Project Ranir is running with Anthropic after first full quarter?
the architecture of Project Rainier and how it's differentiated and what that means for customers and for AWS?
can you just help us understand with some more granularity how tariffs are being absorbed across suppliers, Amazon and consumers and whether you anticipate any change going forward?
We did a strong quarter in AWS, as you mentioned, the margin performance
maybe you can talk a little bit more about margins there just given that they've kind of moved between the mid-20s to the high thirties over the past two years
What are the ways that Google can build and maintain its Gemini position
what happens in terms of clicks per query and conversion rates
how you're thinking about your current access to compute
how we should think about the 1.5 billion AI Overviews users
is it still fair to say that you're monetizing nearly on par with existing search
I know you expect to grow operating income in '26. Do you also expect to have positive free cash flow? Just how should we think about the current and any future JVs for data center and compute buil...
could you just provide more detail on the progress of the MSL team several months in? And more on your view on the path to a frontier model this year
Can you just talk about your thought process and kind of triangulating the CapEx dollar growth and the significantly faster expense growth next year with core growth in the business and then the im...
Meta has been a huge proponent of open source AI, has your thinking changed here at all, just as you pursue superintelligence and push for even greater returns on your significant infrastructure in...
your comments on '26 CapEx suggest more than $100 billion of spend next year potentially. Do you continue to expect to finance all this yourself? Or could there be opportunities to partner here?
there have been some articles suggesting that you've been looking to partner to share some of the costs of the AI infrastructure build-out. Can you just help us understand your thought process there
can you just help us understand how much of that is tied to the additional data center investments versus the increased hardware costs, and really what's driving those higher hardware costs?
as DeepSeek and other models potentially leverage Llama or others to train faster and cheaper. How does this impact in your view?
does the composition change much from last year when you talked about servers as the largest part followed by data centers and networking equipment
how has your thinking evolved over the past couple of years about Netflix, Inc.'s ability to leverage AI?
how do you think about the business currently as being "head boosted or head driven"? And are you confident
does the agreement to debut Narnia in the theater in 2026 suggest any shift in your overall theatrical strategy