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Trainium

OpenAI’s models land on Amazon Bedrock, one day after Microsoft exclusivity ends

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 earnings preview: Big AI deals meet a $200B spending binge

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

Meta signs multibillion-dollar deal to use Amazon’s Graviton chips for agentic AI

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 doubles down on Anthropic with $25B investment, mirroring its OpenAI cloud deal

Two months after investing $50 billion in OpenAI and striking a $100 billion cloud deal, Amazon announced a similar arrangement with its original AI partner, Anthropic: up to $25 billion in new investment and a $100 billion-plus commitment to AWS over 10 years.  Read More

‘Not on a hunch’: Andy Jassy defends Amazon’s $200B spending spree

Amazon CEO Andy Jassy reveals new details about AWS’s AI revenue and its booming chip business in a new shareholder letter that defends the company’s massive capital spending. Read More

AWS at 20*: Inside the rise of Amazon’s cloud empire, and what’s at stake in the AI era

With Amazon marking the 20th anniversary of AWS this month, GeekWire spoke with early builders, current AWS insiders, and longtime observers of the company to tell the story of how the business got started, how it won the cloud, and what it’s up against now. Read More

Filings: How Amazon’s $50B OpenAI deal actually works, and what they’re keeping secret

Amazon’s $50 billion OpenAI investment made big headlines, but the SEC filings tell a more complicated story. Here’s how the money flows, what triggers the payments, and what the companies are keeping secret. Read More

Amazon CEO Andy Jassy defends $200B spending plan: ‘This isn’t some sort of quixotic top-line grab’

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

Microsoft unveils Maia 200 AI chip, claiming performance edge over Amazon and Google

Microsoft says its new Maia 200 chip outperforms Amazon’s and Google’s latest AI silicon on key benchmarks. The chip is already running Copilot and GPT-5.2 in production. Read More

AWS re:Invent preview: What’s at stake for Amazon at its big cloud confab this year

Amazon faces a critical test at AWS re:Invent this week: showing that its heavy AI investments can pay off as Microsoft and Google gain ground in the cloud. Read More

Amazon deepens Anthropic ties with equity conversion, adding billions to Q1 profit

A portion of Amazon’s investment in AI startup Anthropic converted from notes into stock in the first quarter — triggering… Read More

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