AI | Enterprise
Uber is the latest to be won over by Amazon’s AI chips
Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon’s chips. This is a thumb-of-the nose at Oracle and Google.
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AI | Enterprise | TC
AWS boss explains why investing billions in both Anthropic and OpenAI is an OK conflict
AWS has an ingrained culture of handling competition, he explained, because the cloud giant also competes with its partners.
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AI | Enterprise
Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter
Andy Jassy’s annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex.
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Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
Amazon has made another circular AI deal: It’s investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.
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AI | Enterprise | Hardware | TC
In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs
Meta has commandeered a big chunk of Amazon’s homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.
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Amazon is already offering new OpenAI products on AWS
A day after OpenAI got Microsoft to agree to end exclusive rights, AWS announced a slate of OpenAI model offerings, including a new agent service.
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Amazon’s cloud business is surging — and so is its capital spending
The e-commerce giant is making more money than expected from AWS but it’s also spending a lot, and will continue to do so in the near term, its chief executive said.
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Pentagon inks deals with Nvidia, Microsoft, and AWS to deploy AI on classified networks
The deals come as the DOD has doubled down on diversifying its exposure to AI vendors in the wake of its controversial dispute with Anthropic over usage terms of its AI models.
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AI | Enterprise | TC
In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.
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The internet is being rebuilt for machines
As AI agents move from experiments to production, AWS, Cloudflare, and others are redesigning cloud infrastructure for a future dominated by machine-generated internet traffic instead of human users.
