{"id":55338,"date":"2025-10-30T18:08:39","date_gmt":"2025-10-30T22:08:39","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/financial-giants-eye-h2-2025-shifts-anz-faces-profit-headwind-aws-plans-massive-capacity-doubling\/55338\/"},"modified":"2025-10-30T18:08:39","modified_gmt":"2025-10-30T22:08:39","slug":"financial-giants-eye-h2-2025-shifts-anz-faces-profit-headwind-aws-plans-massive-capacity-doubling","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/financial-giants-eye-h2-2025-shifts-anz-faces-profit-headwind-aws-plans-massive-capacity-doubling\/55338\/","title":{"rendered":"Financial Giants Eye H2 2025 Shifts: ANZ Faces Profit Headwind, AWS Plans Massive Capacity Doubling"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>ANZ (<a href=\"\/stock\/ANZ\">ANZ<\/a>)<\/strong> anticipates a significant impact on its <strong>H2 2025 statutory and cash profit<\/strong>, driven by <strong>A$1.1 billion<\/strong> in net after-tax charges from significant items, which will also reduce its <strong>CET1 capital by 19 basis points<\/strong>.<\/li>\n<li><strong>Amazon Web Services (<a href=\"\/stock\/AMZN\">AMZN<\/a>)<\/strong> is set for a substantial infrastructure expansion, planning to <strong>double its overall cloud capacity by the end of 2027<\/strong>.<\/li>\n<li>In the immediate term, <strong>AWS<\/strong> expects to bring <strong>over 1 gigawatt of new capacity online in Q4 2025<\/strong>, signaling aggressive growth to meet demand.<\/li>\n<li>Further bolstering its AI capabilities, <strong>AWS<\/strong> will preview its next-generation AI chip, <strong>Trainium 3<\/strong>, late in <strong>2025<\/strong>.<\/li>\n<\/ul>\n<p>ANZ (<a href=\"\/stock\/ANZ\">ANZ<\/a>) is bracing for a notable hit to its financial performance in the second half of 2025. The banking giant expects its statutory and cash profit to be impacted by a substantial <strong>A$1.1 billion<\/strong> net after-tax charge, stemming from significant items. This charge is also projected to reduce the bank&#39;s Common Equity Tier 1 (CET1) capital by <strong>19 basis points<\/strong> by the end of H2 2025, reflecting a tightening in its capital position.<\/p>\n<p>Meanwhile, <strong>Amazon Web Services (<a href=\"\/stock\/AMZN\">AMZN<\/a>)<\/strong> is embarking on an ambitious expansion strategy to solidify its dominance in the cloud computing market. The company has announced plans to <strong>double its overall cloud capacity by the end of 2027<\/strong>, a move that underscores the escalating demand for cloud infrastructure globally. This long-term growth is complemented by immediate capacity additions, with an <strong>Amazon<\/strong> executive revealing expectations for <strong>over 1 gigawatt of new capacity to come online in Q4 2025<\/strong>.<\/p>\n<p>In a bid to advance its artificial intelligence offerings, <strong>AWS<\/strong> is also preparing to unveil its next-generation AI chip. The <strong>Trainium 3<\/strong> is slated for a preview late in <strong>2025<\/strong>, indicating <strong>Amazon&#39;s<\/strong> continued investment in proprietary hardware designed to support high-performance AI workloads. This development is crucial as the cloud computing sector increasingly competes on specialized hardware for AI training and inference.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways ANZ (ANZ) anticipates a significant impact on its H2 2025 statutory and cash profit, driven by A$1.1 billion 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