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Amazon Web Services
208 posts
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.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
Why Cerebras’ IPO filing looks less like a chip listing and more like an AI infrastructure wager
Cerebras has filed for an IPO after a massive OpenAI deal. Read why the filing matters for AI chips, inference economics, and public market appetite.
Nida Khan in TCS Nashik case: Designation disputed, pregnancy cited for bail, police deploy four teams in ongoing manhunt
TCS says Nida Khan was a process associate not HR manager as police seek her arrest in Nashik case and her advocate confirms anticipatory bail citing pregnancy.
Can Kyndryl (NYSE: KD) rebuild trust before its next earnings catalyst?
Kyndryl (NYSE: KD) faces a crucial earnings catalyst. Read what the selloff, AI push, and control issues mean for investors now.
CoreWeave lands Anthropic after Meta expansion, and suddenly the AI cloud race looks tighter
CoreWeave has signed Anthropic to a multi-year AI cloud deal. Read why the agreement matters for CRWV, competitors, debt risk, and AI infrastructure strategy.
Infosys (INFY) is chasing the messy middle of enterprise AI and Harness may be the missing piece
Infosys Limited and Harness are targeting enterprise AI software delivery bottlenecks. Read what the deal means for modernization, governance, and INFY stock.
Visa (NYSE: V) is moving deeper into AI commerce, but what exactly changed for merchants and payment enablers?
Visa Inc. unveils Intelligent Commerce Connect to power AI-driven shopping. Read how this could reshape merchants, payments, and agentic commerce.
How Coastal Measures is turning fragmented shoreline data into an enterprise decision platform
Coastal Measures has raised $1.2 million to expand CUMULUS, its AI coastal data platform. Read why this could reshape risk and infrastructure decisions.
LandBridge (NYSE: LB) and PowerBridge seal 2 GW data center campus deal in West Texas as AI-driven land monetisation accelerates
LandBridge and PowerBridge target a 2 GW data center campus in West Texas. Here is what the Alpha Digital Campus deal means for investors and the AI infrastructure race. Read more.