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Qualcomm and Amazon agreed to collaborate on developing custom silicon and optical interconnectivity up to 1.6 Tbps for AWS artificial intelligence data centers. Additionally, Qualcomm will expand it…
Amazon is expanding access to third-party AI models and its own Nova models for U.S. government customers via AWS GovCloud. This strategic move strengthens AWS's role in the AI sector and capitalizes…
Billionaire David Tepper significantly increased his fund's stake in major AI players Nvidia and Amazon during the second quarter. While heavily overweighting AI, his firm notably exited its position…
Amazon is aggressively expanding AI and logistics infrastructure, boosting 2026 capex to ~$220B. While this drives growth and price target upgrades, it raises debt risks and regulatory scrutiny.
Amazon expands OpenAI partnership with new Bedrock security models, boosting AWS's AI momentum amid 37% revenue growth, but rising $220B capex and negative free cash flow raise investor concerns.
Article compares Amazon and Alibaba as AI infrastructure plays. Amazon has stronger ecosystem integration and safer AI story via AWS, while Alibaba offers cheaper valuation but faces regulatory risks.
US equity indexes rallied strongly, led by communication services and tech, as Treasury yields and crude oil prices slid. Alphabet and Amazon gained on positive corporate news, while oil slumped on g…
Apple and Amazon are integrating AI deeply across products and cloud services, with Apple benefiting from a strategic Google partnership, while Amazon’s heavy AI infrastructure spending pressures nea…
Nvidia rallies on strong AI infrastructure spending outlook, backed by major tech capex and OpenAI’s potential $100 billion fundraising, with CEO Jensen Huang affirming sustained investment driven by…
Alphabet's GOOGL leads AI-powered search with 90.83% market share, expanding AI modes globally, while Microsoft leverages deep AI integrations and OpenAI investments to strengthen enterprise offering…
Amazon integrates Nvidia's NVLink Fusion in AI chips, enhancing AWS's AI offerings and boosting sales by 20% amid growing demand for cloud AI infrastructure.
Amazon Web Services unveiled advanced AI tools, boosting enterprise AI adoption and showcasing strong AWS growth, signaling a competitive edge in cloud AI solutions.
Amazon's AWS will adopt Nvidia's NVLink Fusion tech in future AI chips, boosting AI server performance. AWS rolls out more powerful Trainium3 servers and new Nova AI models amid intensifying AI compe…
Alphabet expands AI capabilities with Nano Banana Pro and Gemini 3, boosting generative AI and cloud growth. Microsoft’s AI revenue soars 175% yr/yr, challenging Google Cloud dominance. Amazon also i…