Browsing Tag
Amazon Web Services
208 posts
Amazon.com gains 2.5% as AWS hikes AI GPU prices 20% for July 1, signaling hyperscaler pricing power
Amazon (NASDAQ: AMZN) gains 2.5 percent to $232.69 as AWS raises AI GPU Capacity Block prices nearly 20 percent for July 1, signaling hyperscaler pricing power.
Amazon adds $13bn to India AI and cloud investment as AWS capacity race accelerates
Amazon adds $13 billion to its India AI and cloud expansion, raising planned investment to $48 billion. Discover what the AWS push means for the market.
BlackBerry (BB) surges 21% on Q1 FY27 beat as QNX and Secure Communications both hit Rule of 40
BlackBerry Limited NYSE BB surges 21 percent on Q1 FY27 beat with $152.9M revenue, 144 percent EBITDA growth and Rule of 40 in QNX and Secure Comms.
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.