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The UAE is decentralizing its $30B, 5GW 'Stargate' AI data center project across the nation due to regional geopolitical threats from Iran. The report noted previous Iranian attacks against Amazon We…
Qualcomm secured a multi-generational data center silicon deal with AWS for custom AI inference chips. Amazon received warrants to buy $4 billion in Qualcomm stock, contingent on up to $60 billion in…
Oracle displays a rare call-heavy options skew ahead of earnings despite negative free cash flow. In contrast, cloud competitors Microsoft and Amazon easily fund massive AI capacity expansions from o…
Hyperscalers are capitalizing on massive AI infrastructure buildouts while offering long-term exposure to quantum computing. Amazon's AWS growth accelerated 37% year over year with triple-digit expan…
Vistra secured 20-year power purchase agreements with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW. Additionally, Vistra partnered with Nvidia and KKR on the Helix Digital Infrastructure v…
Amazon faces rising margin pressure as Ohio and over ten other states reconsider lucrative data-center tax exemptions. While not threatening Amazon's balance sheet immediately, rolling back subsidies…
Qualcomm and Amazon unveiled a multi-generational deal to co-develop custom AI inference silicon and 1.6T optical networking for AWS. Amazon secured warrants for up to 25 million QCOM shares, threate…
Amazon partnered with Taiwanese server maker Wiwynn to expand its Texas facility with over $1.6 billion in total investment. The expansion will bolster domestic manufacturing for Amazon's data center…
Amazon's AWS secured a multi-generation partnership with Qualcomm to co-develop custom AI inference silicon and optical connectivity. Broadcom shares rose 3% on strong category validation for custom …
Amazon partnered with Qualcomm to build AI data-center infrastructure and custom chips in a deal potentially worth up to $60 billion. Under the agreement, Amazon received warrants to purchase up to 2…
Qualcomm announced a multi-generation collaboration with Amazon to develop custom silicon and optical connectivity solutions for AI data centers. Furthermore, Qualcomm will expand its usage of AWS AI…
Qualcomm and Amazon announced a multi-generation collaboration to develop customized silicon and advanced optical connectivity for AWS AI data centers. Qualcomm will also expand its use of AWS infras…
Growing political backlash and local moratoriums against data centers in key midterm election battlegrounds threaten Big Tech's AI expansion. Increasing bipartisan resistance in states like Ohio and …
Amazon integrated Anthropic's latest Claude model into Amazon Bedrock with cost reductions up to 45%. Backed by Anthropic's $100 billion AWS tech commitment, the lower pricing aims to accelerate ente…
Bipartisan populist pushback from Steve Bannon, Bernie Sanders, and Alexandria Ocasio-Cortez is targeting AI data centers, citing excessive power and water usage. Although President Trump supports da…
Accenture and Amazon Web Services (AWS) announced a six-year strategic agreement to accelerate cloud, data, and AI adoption for Middle Eastern enterprises. The deal utilizes AWS's Migration Accelerat…
Amazon's AWS is expanding its cloud and AI footprint in Saudi Arabia with a $5.3 billion investment slated for December launch. Despite short-term market pullbacks, analysts issued bullish price targ…
Amazon secures long-term wind power contracts in Sweden to support its expanding data center and AI infrastructure, ensuring stable electricity supply amidst growing demand.
Nvidia reported record-breaking earnings but paused an AI chip financing program for smaller cloud firms amid antitrust concerns. Despite this, major hyperscalers like Amazon and Alphabet committed t…
Novo Nordisk has partnered with Amazon Web Services to accelerate AI-driven drug discovery and modernize operations. The multi-year deal establishes AWS as Novo's preferred cloud and AI partner, feat…