By Deborah Mary Sophia

Feb 5 (Reuters) - The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter outcomes on Thursday, after Microsoft and Google's uninspired reports jolted investor faith in Big Tech's billion-dollar financial investments in AI.

Shares of major tech companies surged in the past two years on the belief that huge datacenter needs for artificial-intelligence technologies would power investment for years.

But that was before Chinese start-up DeepSeek said it had attained AI developments at a fraction of the expense, precipitating a selloff in technology stocks that some state was past due.

Still, Amazon might be much better positioned than rivals to take advantage of more affordable AI, analysts state, due to its massive cloud service and lower direct exposure to pricey large-language models that power apps like ChatGPT.

Amazon Web Services, the world's largest cloud services service provider, is expected to publish its strongest revenue increase in eight quarters at 19.3%, trademarketclassifieds.com according to information compiled by LSEG.

But Microsoft and Meta were both required to protect their AI spending plans recently, and shares of Google-parent Alphabet slumped 8% on Wednesday after it said it would be spending more on capex than experts anticipated.

"Microsoft and Google results have actually put much more of a microscopic lense on Amazon's cloud development,” said Dave Wagner, photorum.eclat-mauve.fr portfolio supervisor at Aptus Capital Advisors, which holds shares in all three innovation companies.

"But if Amazon can crush it on their cloud numbers, the marketplace's going to definitely love that report.“

The business was the first big cloud company to accept DeepSeek's AI models last month and has said its capital costs, mainly on AI, [mariskamast.net](http://mariskamast.net:/smf/index.php?action=profile