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Amazon's AWS revenue surged 37% year-over-year, its fastest growth in 18 quarters, driven by a $496 billion backlog. CEO Andy Jassy highlighted massive multi-gigawatt Trainium chip commitments from A…
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…
Salesforce reported better-than-expected earnings and announced an AI partnership with Anthropic, easing disruption concerns and boosting sector sentiment.
Volta announced a $10bn, six-year AI data centre deal with Anthropic using Nvidia Vera Rubin systems, plus a $5bn financing programme with Azora, reinforcing Nvidia's central role in AI infrastructur…
AMD gains momentum with Anthropic deal, Microsoft Azure partnership, and Turing workload migration, challenging Nvidia's AI chip dominance. Nvidia still controls 80% of market but both companies pois…
AMD unveiled next-gen AI chips (MI450, EPYC Venice) with major deals from Microsoft Azure and Anthropic, including a $5B investment. This strengthens AMD's position as a viable Nvidia alternative in …
AMD launched its Helios AI system and Venice CPUs, challenging Nvidia's data center dominance. Major deals with Anthropic (including a $5B investment) and Microsoft to deploy Helios and Instinct GPUs…
AMD shares climbed 4.4% despite a market slide, boosted by an Anthropic partnership and AI-driven server CPU growth. High correlation to S&P 500 makes it an amplifier, not a diversifier, with strong …
AMD receives a $562.88 price target (13.5% upside) and BUY rating ahead of its July 22-23 Advancing AI event, with Anthropic potentially joining Microsoft, OpenAI, Meta, and Oracle as GPU customers.
Alphabet is expanding its partnership with AI startup Anthropic, further integrating advanced artificial intelligence capabilities into its cloud infrastructure and ecosystem to bolster its competiti…
Microsoft advances custom AI chip strategy with Anthropic partnership talks, offering Maia 200 chips for Claude models. The deal validates Microsoft's silicon expansion and strengthens its AI infrast…
Microsoft advances Maia chip strategy by discussing rentals with Anthropic to reduce Nvidia dependence. The custom 3nm chip delivers 30% better performance per dollar, positioning MSFT as a key AI in…
Anthropic is negotiating with Microsoft to utilize MSFT's AI chips for inference operations, according to The Information. This partnership could expand Microsoft's AI infrastructure market presence.
Alphabet surged to record highs on exceptional Q1 earnings ($5.11 EPS vs $2.64 consensus), Google Cloud 63% growth, $40B Anthropic investment, and Apple-Gemini partnership, though a pin bar pattern a…
Microsoft holds a $5B stake in Anthropic, which agreed to buy $30B in Microsoft cloud services. The U.S. Senate approved Microsoft Copilot for official use, enhancing its AI footprint amid Anthropic'…
Microsoft integrates Anthropic's Claude Cowork into its Copilot to autonomously handle tasks, enhancing AI capabilities despite recent Azure growth concerns and a large market cap loss.
Microsoft plans to spend $500M annually on Anthropic's AI, diversifying its AI partnerships to expand enterprise and consumer products amid rising competition with Amazon and Alphabet in generative A…
Nvidia leads AI GPU usage with 79% adoption, invests $10B in Anthropic alongside Microsoft's $5B, and shows strong growth potential despite market sell-off.
Amazon launched its $11 billion Rainier data center in Indiana to support AI company Anthropic, boosting AI infrastructure capacity and strengthening its cloud computing leadership.
Amazon launched its AI compute cluster Project Rainier, with Anthropic set to use over a million Trainium2 chips this year, boosting AI infrastructure and cloud capabilities.