Browsing Tag
Amazon.com Inc.
29 posts
Cipher Digital extends Texas AI data center deal as Barber Lake revenue tops $9bn
Cipher Digital lifts Barber Lake contracted revenue above $9 billion with a new 10-year AI lease adding about $5.2 billion.
Amazon’s $2.4bn Generac deal turns backup generators into an AI infrastructure story
Generac has disclosed a long-term agreement to supply Amazon data centres with $2.4 billion of backup generators during 2027 and 2028, while equity warrants tied to as much as $8 billion of purchases reveal how artificial-intelligence infrastructure is changing the company’s growth profile.
Einride stock reverses despite 500 Tesla Semi deal as losses overshadow 60% growth outlook
Einride plans 500 Tesla Semis and expects 60%–73% H2 growth, but shares reversed as heavy losses and cash burn raised execution questions.
Astera Labs revenue doubles as Scorpio AI switch drives next growth surge
Astera Labs doubled revenue and forecast another major jump as Scorpio switches ramp, but concentration and valuation raise execution risk.
Amazon’s Anthropic risk test puts AWS, Trainium and frontier AI governance in focus
Find out how Amazon’s Anthropic exposure could reshape AWS, Trainium, AI governance and AMZN investor sentiment after the Fable shutdown.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
OpenAI IPO filing puts trillion-dollar AI valuation debate at centre of Wall Street pipeline
OpenAI has filed for a U.S. IPO after Anthropic. See why Wall Street’s AI valuation test may reshape the IPO market.
EU tech sovereignty package targets chips, cloud and AI as Brussels moves to curb foreign dependence
Europe wants AI leadership, but foreign cloud and chip dependence remain the choke point. Brussels’ tech package tests that gap.
Did Blue Origin’s fireball just widen SpaceX’s lead in the commercial launch race?
Blue Origin’s New Glenn fireball raises launch reliability questions just as satellite demand grows. Read why the setback matters.
Can SpaceX’s IPO turn Elon Musk’s rocket company into Wall Street’s next AI infrastructure giant?
SpaceX’s IPO filing reveals huge AI spending, losses and Musk control. Find out why Wall Street may value it beyond rockets.