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Amazon Web Services
157 posts
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
Anthropic moves Claude agents inside the customer perimeter with self-hosted sandboxes and MCP tunnels
Anthropic just separated Claude agent orchestration from execution, and the compliance bottleneck holding back enterprise agent deployment has shifted.
IBM targets enterprise AI production gap with new Red Hat managed services
AI pilots are easy. Production inferencing is messy. IBM’s Red Hat cloud push targets the enterprise gap rivals also want.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Newforma pushes AI and open ecosystem strategy as AECO firms rethink project delivery software
AECO firms want AI without workflow disruption. Newforma’s Vojo and open ecosystem strategy test whether modernization can stay flexible.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
IBM, AWS, and Microsoft face $195bn sovereign cloud rules built to cut them out
Sovereign cloud is a $195bn market in 2026 and governments are writing procurement rules that hyperscalers were not built to meet. Who wins and who adapts?
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.