Amazon Web Services plans to deploy 2 million additional NVIDIA GPUs in 2027 and 2028, on top of more than 1 million GPUs previously planned beginning in 2026, according to an announcement at NVIDIA G…
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwin…
AWS revenue hit $42.2 billion in Q2 2026, growing 37% year-over-year, the fastest growth in 18 quarters, as AI workloads drove demand. Amazon's cloud division beat analyst expectations of $40.5 billio…
AWS is pairing its Trainium chips with Cerebras CS-3 systems to split transformer inference into prefill and decode phases, with Trainium handling prefill and Cerebras handling decode, shipping as a p…
Hyperscalers such as Google (TPUs) and Amazon (Trainium) dominate AI infrastructure through vertical integration, controlling chips, data centers, and APIs, which creates a feedback loop that lets the…
Amazon has paid the full $50 billion investment to OpenAI, despite none of the milestones being met, securing a 5% stake in the company, according to Financial Times. Amazon also committed up to $33 b…
Amazon's custom chip business, spanning Trainium and Graviton, has exceeded a $25 billion annual revenue run rate with triple-digit year-over-year growth, according to Amazon CEO Andy Jassy. Trainium3…
Amazon.com Inc. reported AWS revenue rose 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, and raised its 2026 capital expenditure plan to about $220 billion from roughly…
Amazon, Microsoft, and Alphabet have collectively guided their 2026 capital expenditure to roughly $725 billion, a 77% jump from the $410 billion projected for 2025, signaling massive demand for AI ch…
Amazon reported $53.4 billion in non-operating pre-tax other income for the second quarter, primarily from its investment in Anthropic, according to Business Insider's report on the July 30th results.…
Amazon's Q2 2026 earnings release contains misleading claims, including that its AWS coding agent Kiro is 'available on iOS' when it is still in limited TestFlight beta, and its AWS operating margin o…
Amazon reported better-than-expected second-quarter earnings with net sales up 20% and AWS revenue rising 37% year over year to $42 billion, sending its stock up nearly 10% in after-hours trading. The…
Amazon is winding down most of its in-house Nova AI models, including the Premier and Omni models, the Reel video generator and the Canvas image generator, to focus resources on a single frontier mode…
AWS EC2 compute is evolving to meet demand from agentic AI and physical AI workloads, with customers using AMD-based instances for AI inference alongside traditional HPC tasks, according to Art Baudo,…
AI startup Decart released Lucy 2.5, a live video model that generates real-time visual effects such as fireballs and smoke, and also improves physics simulations for robotics training. The model offe…
Amazon CEO Andy Jassy disclosed during the company's Q1 2026 earnings call that Amazon's custom AI silicon business has secured over $225 billion in multi-year revenue commitments, driven primarily by…
Amazon has invested in TwelveLabs' $100 million Series B round and secured a commercial deal making AWS the startup's preferred cloud partner, with next-generation models launching first on Amazon's T…
Anthropic CFO Krishna Rao revealed on the 'Invest Like the Best' podcast that the company allocates most of its computing power to internal research rather than customer workloads, knowingly sacrifici…
Amazon has cut more than 57,000 corporate jobs since 2022, about 16% of its corporate workforce, while planning to spend roughly $200 billion on AI infrastructure by 2026, the largest single-year capi…
Amazon returned to the bond market with a $25bn+ debt sale, its largest of the year, to fund AI infrastructure including data centers and custom Trainium chips. The offering, split across eight tranch…