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Amazon Web Services
203 posts
Amazon reportedly explores $7bn Decart acquisition as world-model race accelerates
Amazon is reportedly discussing an acquisition of Decart at around $7bn, potentially bringing a major AWS Trainium customer and specialist in real-time world models directly inside the group.
Hexaware Technologies targets AI services growth through Claude Partner Network
Hexaware has secured Preferred Partner status within Anthropic's Claude Partner Network and will integrate Claude into its Zerovity and AgentVerse platforms. The agreement strengthens its enterprise AI strategy and follows a sharp increase in investor attention, although commercial terms remain undisclosed and the company's latest quarterly profit declined despite revenue growth.
Embark and Tavant combine AI engineering with GCC setup as India’s sector reaches $98.4bn
Embark and Tavant have formed a strategic partnership combining global capability centre establishment, workplace infrastructure and talent management with AI and digital engineering. The agreement targets new and existing GCCs in India's $98.4 billion sector, but its commercial value will depend on client acquisition, successful AI deployment and measurable operating improvements.
Marvell targets up to $90bn revenue by 2031 as custom AI silicon outlook explodes
Marvell Technology has lifted its fiscal 2028 revenue outlook to about $20 billion and introduced a fiscal 2031 target of $70 billion to $90 billion as custom artificial intelligence chips and interconnect products move to the centre of its growth strategy.
Amazon’s $1bn community fund exposes the new bottleneck in America’s AI data-centre boom
Amazon Web Services is committing more than $1 billion to communities hosting its U.S. data centres as public resistance to AI infrastructure intensifies. The programme suggests that after chips, electricity and financing, community consent is becoming another scarce input in America’s data-centre race.
Why Amazon may shift $8bn of NVIDIA chips to investors as AI costs surge
Amazon is reportedly discussing a structure that could place about $8 billion of NVIDIA Grace Blackwell chips into an investor-backed vehicle and lease the hardware back, testing whether outside capital can shoulder more of the extraordinary cost of the AI infrastructure boom.
Synopsys lands $1bn-plus Amazon chip IP deal as AWS custom silicon expands
The multi-year agreement makes Amazon a lead customer for Synopsys’ application-optimised silicon IP and ties the chip-design specialist more directly to AWS processors including Graviton and Trainium.
Generac (NYSE: GNRC) surges 18% as $2.4bn Amazon deal turns generators into an AI trade
Generac has secured $2.4 billion of initial Amazon data-centre generator deliveries and could unlock up to $8 billion of payments tied to warrants, transforming its exposure to the AI infrastructure boom.
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.
Qualcomm and Amazon open a $60bn pathway into the AI data-centre chip race
Amazon could purchase up to $60 billion of Qualcomm products under a long-term collaboration covering custom inference silicon and optical connectivity. The agreement gives Qualcomm a potential anchor customer, but its ceiling, warrant structure and multigenerational timetable make execution more important than the headline value.