Browsing Tag
Amazon Web Services
175 posts
Corning (NYSE: GLW) optical re-rating intensifies as Amazon, Nvidia and Meta lock in AI infrastructure capacity
Corning Incorporated (NYSE: GLW) surges to record above $218 as Amazon AI fiber deal joins Nvidia and Meta partnerships to anchor optical re-rating. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Databricks targets $175bn valuation as private funding delays its IPO test
Databricks is reportedly preparing another private funding round at a valuation of up to $175 billion, giving the enterprise AI company more capital and strategic freedom while postponing the harder valuation test of a public listing.
Smartbird replaces Allbirds as $100m AI infrastructure bet puts BIRD under scrutiny
Find out whether Smartbird’s dramatic AI infrastructure pivot can revive BIRD stock or expose investors to serious execution, funding and dilution risks.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
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.
KKR, Nvidia and Vistra launch $10bn AI infrastructure company to target hyperscalers
Read how KKR’s Helix launch with Nvidia, Vistra and Kuwait Investment Authority could reshape AI data centres and KKR stock sentiment.
Deloitte, Google Cloud and Wiz target machine-speed cyber threats with human-in-the-loop AI defense
AI cyber threats are speeding up. Deloitte, Google Cloud and Wiz are building a human-led defense model for enterprise risk.
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.