First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.
Some analysts think AWS is entering a "digestion phase" similar to Microsoft, pausing some data center deals amid signs of market moderation.
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'Project Greenland': How Amazon overcame a GPU crunch
Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.
An Amazon AI leader tells BI why vibe coding is here to stay
Deepak Singh, an AWS VP, says the best developers are the ones "being very clear in the guidance they're giving the AI."
CoreWeave IPO debut: Pay attention to this potentially expensive hardware problem
AI advancements could shorten the useful life of CoreWeave's Hopper-based Nvidia GPUs.
Nvidia CEO Jensen Huang joked about something that could cost his biggest customers billions of dollars
Huang's joke at Nvidia's big AI conference this week highlights potential billion-dollar impacts on tech giants like Microsoft, Google, and Meta.
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Amazon CEO Andy Jassy criticizes manager fiefdoms and stresses the need for 'meritocracy' in a leaked recording
Amazon wants fewer management layers and a merit-based culture, as CEO Andy Jassy stresses the importance of speed and employee ownership.
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Amazon employees are warning customers about DeepSeek privacy concerns — and pushing Amazon's own AI instead
DeepSeek's impact has rippled across Amazon product updates, sales pitches, and development efforts, according to internal documents and sources.
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Amazon VP who oversaw flagship AI product is leaving after a big shake-up
Amazon's AI shake-up sees VP Baskar Sridharan leave, as AWS consolidates Bedrock team and forms a new Agentic AI unit
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A top Amazon tech exec emailed its CEO: Don't buy the hype about Microsoft's 'breakthrough'
Amazon executives and employees have been frustrated by Microsoft's recent quantum claims, questioning the true significance of its new chip.
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Amazon is working on a new 'reasoning' AI model that competes with OpenAI and Anthropic
The move will put the cloud-computing giant in closer competition with OpenAI and Anthropic.
Talen CEO says Amazon is investing 'sweat equity' at its data center next door to the Susquehanna nuclear plant
Talen Energy CEO Mac McFarland tried to reassure investors on the company's fourth-quarter earnings call Thursday.
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Amazon loves AI, except when candidates use it in their job interviews
The tech giant is cracking down on the use of AI tools in job interviews, highlighting the ethical challenges of AI's role in recruiting.
Amazon's investments in Anthropic are now worth a cool $14 billion
Amazon initially backed Anthropic in 2023. The move has reaped huge rewards for the cloud giant.
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Amazon makes Zoom the 'standard' app for internal meetings and starts using Microsoft 365 tools, internal memo shows
Amazon transitions to Zoom for internal meetings, replacing Chime, and begins integrating Microsoft 365 tools, according to an internal memo.
Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components
AWS's growth is slowed by AI chip shortages and server constraints, CEO Andy Jassy said, as the company plans significant capital investment.
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In a recent internal meeting, an Amazon VP said the company remained committed to DEI despite some signs of a pullback
An AWS VP, Mai-Lan Tomsen Bukovec, assured employees there was no change in DEI initiatives despite recent website alterations and program halts.
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Inside Amazon's plan to cut managers: More direct reports, fewer senior hires, and pay cuts
Internal guidelines for a big AWS sales team provide new clues on how the company is whittling down management layers.
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Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models
Many Amazon cloud clients want to test and evaluate DeepSeek's AI capabilities, according to an internal AWS document obtained by BI.
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Amazon resumes new US green-card applications for foreign workers, leaked memo shows
Amazon planned to resume US green-card applications for foreign workers on January 6, a leaked memo said.
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Amazon's full RTO is off to a bumpy start. Some staff complain of a lack of space and theft. And they're still on video chats.
In January, Amazon required most employees to start working from an office five days a week. The transition has not been smooth for some.
