Browsing Tag
Amazon Web Services
192 posts
Snap recruits Salesforce and NVIDIA as Specs moves from social app to workplace
Snap is positioning its $2,195 Specs augmented-reality glasses for field service, retail and manufacturing through partnerships with Salesforce, NVIDIA, AWS, Trifork and Hololight, creating an enterprise route for hardware still priced far above mass-consumer smart glasses.
Qualcomm shares jump as Amazon custom silicon pact validates data-centre push
Qualcomm and Amazon are entering a multi-generation AI data-centre silicon relationship accompanied by a warrant for up to 25 million Qualcomm shares, with vesting tied to commercial arrangements and purchases reaching as much as $60 billion rather than a guaranteed $60 billion order.
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.
Qualcomm expands AI data-center push through multi-generation Amazon collaboration
Qualcomm’s multi-generation Amazon collaboration gives its data-center strategy a major hyperscaler endorsement, but the widely cited $60 billion figure is a warrant-linked ceiling rather than disclosed guaranteed revenue.
NVIDIA to pay nearly 3x Hugging Face’s 2023 valuation to own the open-model hub
NVIDIA is acquiring Hugging Face for $12.93 billion, paying $11.9 billion to shareholders and reserving up to $1 billion for employee retention as it moves deeper into the software and developer layer surrounding open artificial intelligence.
Amazon has filed four Washington layoff notices this year. Another 121 jobs are going
Amazon is eliminating 121 positions across Seattle, Bellevue and Sumner in its latest Washington workforce action, affecting software engineers, scientists, technicians and logistics staff even as quarterly revenue rises 20% and AWS growth accelerates to 37%.
Marvell (Nasdaq: MRVL) crashes 10% as Google AI payoff shifts to FY29
Marvell fell 10% despite record Q2 sales and higher forecasts. Can Google custom silicon justify MRVL's premium as bigger revenue shifts to FY29?
CrowdStrike net new ARR jumps 51% to $333m as Falcon Flex passes $2.29bn
CrowdStrike reported record $333 million net new ARR, $5.84 billion of ending ARR and $377 million of free cash flow while sharply raising its full-year recurring-revenue growth expectations.
NVIDIA revenue doubles to $96.2bn as $108bn Q3 guide excludes China data center compute
NVIDIA more than doubled second-quarter revenue to $96.2 billion and is guiding to $108 billion for Q3 without assuming China data center compute sales, while AWS plans another two million NVIDIA GPUs.
GitLab brings agentic AI to enterprise environments for regulated teams
GitLab 19.3 combines in-region AI processing, plain-language workflow creation and bulk security remediation, widening the company’s push into governed enterprise AI.