AWS Business Watch

• AWS adds 2 million more NVIDIA GPUs for 2027-2028 after prior 1-million commitment was exhausted early
• Total commitment now exceeds 3 million...

State and local agencies face varied workload demands that rule out wholesale cloud migration. AWS fits only where it improves outcomes without...

• AWS custom chips reached a $25 billion annual revenue run rate via Trainium and Graviton demand.
• Customers save 30-40% versus Nvidia GPUs while...

European regulators have levied well over $15 billion in fines on US tech firms over the past decade, including a reduced $878 million penalty against...

AWS is managing community pushback on its $10B Hamlet campus by hosting an informal Sept. 1 open house for direct Q&A with experts, following resident opposition at air permit hearings.

SoftwareOne's new AWS AI Competency in Agentic AI shows how partners are converting Amazon Bedrock and cloud infrastructure into real enterprise...

AWS Glue 6.0's 30% price cut and full Iceberg v3 support target lower enterprise pipeline costs while countering specialized ETL rivals.

• Cost...

Google Cloud's growth has accelerated dramatically, outpacing AWS and Azure amid rising AI demand for compute.

• Explosive rates: Revenue jumped from...

AWS growth accelerated to 37%, earning a Buy rating upgrade on stronger enterprise adoption and cloud profitability, while Intel raised $20 billion...

Market analysts see Amazon as the AI boom's sleeper winner, with AWS posting 37% growth—its fastest in 18 quarters—driven by Anthropic and OpenAI...

AWS is inviting northwest Louisiana residents to a community event to field questions on its $18 billion data center projects, covering noise, water...

• AWS commits $1B to Forward Deployed Engineering, enabling partners to co-sell and co-deliver AI deals
• Taimur Rashid: AWS supplies frontier...

AWS is already collaborating with financial customers on cloud adoption and complex projects ahead of the new Chile region going live, signaling early momentum for its Latin America expansion targeting regulated sectors.

Bearish view flags circular AI revenue from barely-profitable OpenAI and Anthropic deals as a risk, alongside negative FCF and heavy capex that could...

Amazon's $220B AI spending target for 2026 is widening the gap among hyperscalers.

• AWS growth acceleration: 20% YoY revenue jump, highest in over...

AWS positions its built-in database security as a core business advantage, embedding protections from day one across DynamoDB, Aurora, RDS and others...

AWS CEO Matt Garman told Australian businesses at the NAB Summit to start small with AI, experiment often and learn by doing rather than building...

Anthropic's upcoming S-1 will disclose the exact terms of Amazon's $13 billion investment plus up to $20 billion more, along with Anthropic's $100...

• Pinterest committed $4B to AWS through 2031 to scale AI search, shopping and ads
• The long-term deal expands GPU capacity and infrastructure for...

UK public sector cloud spending under G-Cloud 15 risks locking in AWS and Azure dominance despite SME supplier claims, exposing data to US CLOUD Act...