Browsing Tag
Amazon Web Services
208 posts
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.
Amazon’s Ohio data centre to use Prysmian cables made with Rio Tinto ELYSIS aluminium
Prysmian will supply an Amazon data centre in Ohio with electrical cables made using Rio Tinto aluminium produced through ELYSIS inert-anode technology. The project is small in disclosed financial terms, but strategically important as hyperscalers begin to scrutinise the emissions embedded in the materials used to build their infrastructure.
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.