Market context
Follow the story. See which markets it affects. Explore the context.
Amazon agreed to a 10-year, up to $60B deal with Qualcomm to develop custom AI chips and optical links, while expanding Texas hardware manufacturing to $1.6B. Meanwhile, potential state tax exemption…
Amazon agreed to purchase up to $60 billion in AI data center chips from Qualcomm across multiple generations. As part of the partnership, Amazon receives $4 billion in stock warrants, while Qualcomm…
US states are reconsidering and rolling back lucrative tax incentives for data centers amid escalating power demands and budget costs. This growing pushback threatens to inflate already massive capit…
Snowflake's revenue growth accelerates driven by AI products like Cortex Code, supported by lower bandwidth costs under its AWS contract. However, these AI tools carry lower gross margins, highlighti…
Amazon and Adobe deepen collaboration leveraging AWS infrastructure to accelerate AI-driven creativity, marketing, and customer experience solutions, enhancing product innovation and expanding AI cap…