Snowflake committed to spend $6 billion on AWS over five years, including the use of Amazon’s custom Graviton processors. The deal adds to a growing list of large-scale AI infrastructure commitments on AWS from Anthropic, OpenAI, and Meta. Read More
SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI’s new relationship status with Microsoft, launching a preview of OpenAI’s models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement. Read More
Amazon reports Q1 earnings Wednesday with a $244 billion cloud backlog and blockbuster deals with Meta, OpenAI, and Anthropic, but investors are watching whether the company’s $200 billion spending plan is starting to pay off. Read More
Facebook parent Meta signed a deal to deploy tens of millions of Amazon’s Graviton5 processor cores for agentic AI workloads, the latest major customer win for Amazon’s growing custom silicon business. Read More
Amazon’s cloud unit posted its fastest growth in more than three years, but the company’s plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours. Read More
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