AWS Trainium 3 shipments stall as supply chain sees turnaround

AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply chain. Suppliers...

DIGITIMES·13h ago

AWS Trainium runs real-time AI video generation without NVIDIA: NKI kernel playbook published

AWS Trainium real-time video generation became achievable without NVIDIA hardware after AWS Neuron Science and Reactor published custom NKI kernel results September 25, 2026. Three targeted kernels...

Tech Times on MSN·2d ago

Here’s What to Expect From AI’s Two Biggest 2026 Spenders in 2027

Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very interesting ...

24/7 Wall St.·Sep 21

Anthropic targets ~9.5 GW of compute capacity by end-2027

Anthropic plans to scale its AI compute capacity to roughly 10 GW by end-2027, leveraging deals with Google, AWS, AMD, and global data center ...

Crypto Briefing·Sep 18

Amazon's AI Bet Is Paying Off in Revenues: Why Isn't FCF Following?

That's strong evidence that the company's massive AI infrastructure spending is generating real demand. Yet over the same trailing 12 months (TTM), free cash flow (FCF) swung negative. The gap comes...

The Globe and Mail·Sep 16

Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges

Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, ...

Yahoo Finance·Sep 10

Synopsys, Amazon sign multiyear agreement for custom chips

Synopsys said Wednesday it signed a multi-year agreement with Amazon covering custom chips used in Amazon's cloud computing business. The agreement, valued at more than $1B, expan ...

Seeking Alpha·18h ago

Amazon Bet Billions on Trainium. Anthropic Uses It.

by Aakash Gupta — Inside the chip that’s supposed to make Nvidia optional.

Medium·6d ago

Amazon CEO Andy Jassy affirms long-term reliance on Nvidia chips even as in-house AI silicon scales past $20B

Amazon CEO Andy Jassy reaffirms Nvidia partnership with a 2 million GPU order while Amazon's own Trainium chip business crosses $20B annual ...

Crypto Briefing·Sep 19

What AWS's chief AI and technology officer told employees about the future of AI

About Amazon·Sep 17

Anthropic IPO will benefit these two mega-cap stocks

Beyond providing a test for AI valuations, Anthropic’s IPO will enrich Amazon and Alphabet, which hold multi-billion-dollar equity stakes alongside long-term cloud infrastructure contracts with the...

Invezz·Sep 16

Qualcomm wins first western hyperscaler: AWS deal pays up to $60B for inference silicon

Qualcomm Amazon AWS AI chip deal signals a new era for inference silicon: AWS signed a multi-generational custom AI chip partnership with Qualcomm on September 8, 2026, granting Amazon a warrant to...

Tech Times on MSN·Sep 8

Amazon: Anthropic's $110 Billion Commitment Changes The AI Capex Debate (Rating Reiterated)

Amazon stays a Buy as AI capex hits $220B by 2026; AWS growth/margins and $225B Anthropic/OpenAI deals support upside. Click for this AMZN stock update.

Seeking Alpha·1d ago

The Biological Computing Co. Partners with AWS to Bring World's First Neuron-Derived AI Video Model to Market

The Biological Computing Co. (TBC), an applied biological computing company that uses real neurons to improve AI models, today announced a collaboration with Amazon Web Services (AWS) to deliver the...

Yahoo Finance·Sep 22

Amazon’s AI Bet is Already Starting to Pay Off

AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of...

24/7 Wall St.·Sep 18

AWS’ Peter DeSantis says next Trainium chip will be ‘very differentiated’

AWS SVP Peter DeSantis says the next Trainium chip will be highly differentiated, with Trainium4 targeting 6x compute gains over Trainium3 by ...

Crypto Briefing·Sep 16

Amazon: The Hard Part Starts Now

Amazon looks fairly valued near $258 as AWS demand offsets negative free cash flow and rising debt. Click for more on AMZN stock.

Seeking Alpha·Sep 14

Amazon just handed Qualcomm a slice of AWS’s AI buildout

Quick ReadAWS tapped QCOM for multi-generational custom AI silicon, backed by a $496B backlog and $53B in quarterly capex fueling the buildout.Broadcom projects roughly $115B in AI revenue for fiscal...

24/7 Wall St. on MSN·Sep 8