Amazon reported booming cloud revenue but otherwise missed expectations
The biggest ouch of the report was its negative free cash flow of $2.4 billion.
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AI | Enterprise
AWS will be a $1T business, Jassy says — but first, it will spend big
Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday.
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Five AI safety sessions every founder should have on their TechCrunch Disrupt 2026 agenda
At TechCrunch Disrupt 2026, five sessions across the AI Stage and Real World AI Stage cover AI safety, featuring leaders from Anthropic, Nvidia, AWS, Waabi, and more. Register before September 25 to save up to $200.
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Amazon releases its own Jev clone as decision models flood the web
Amazon Web Services’ Strand Labs has released the latest Jevalike decision model, Strands Decider 2B.
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AI | Enterprise | Hardware | TC
An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple
Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.
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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.
