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.
AWS
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.
AI's $3 trillion fork in the road
AI's $3 trillion debate centers on whether the Chinchilla approach will remain critical for building massive AI systems or if new methods prevail.
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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
Here's how AWS is helping financial giants like JPMorgan and Bridgewater with their AI ambitions
From boosting corporate sales at MUFG to giving Bridgewater tools to build an AI investment analyst, here's how AWS is helping finance giants with AI.
AI and the cloud in focus for Wall Street as analysts grow bullish ahead of earnings
Top Wall Street analysts are bullish on numerous fronts, from cloud services to AI to robotics. The tech giant reports Q4 earnings on Thursday.
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
Amazon's AI chip executive tells BI why Nvidia is not a competitor, how Anthropic helps, and what AMD needs
Amazon's AI chip strategy focuses on customer choice, not competing directly with Nvidia.
Amazon says developers spend a surprisingly small amount of time per day coding
AWS is rolling out AI to help developers spend more time coding than they do on "tedious" tasks. Some programmers aren't sure it's a good thing.
Silicon and supercomputers will define the next AI era. AWS just made a big bet on both.
AWS unveiled a new line of its own AI chips and plans for a supercomputer at its Re: Invent conference, signalling a shift away from Nvidia.
4 things we learned from Amazon's AWS conference, including about its planned supercomputer
AWS CEO Matt Garman announced a new supercomputer, plus an Apple partnership and updates to Amazon's AI chips during his conference keynote.
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Amazon plans to ramp up cloud work with Accenture and other consulting firms, according to an internal document
AWS has traditionally done a lot of in-house work with customers. Now the company wants to work more with consulting firms, an internal document says.
How Amazon revamped its AI-sales machine to compete with OpenAI, Microsoft, and Google
AWS is revamping its AI-sales strategy to compete with OpenAI, Microsoft, and Google. Employees feel the pressure but have big new incentives.
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'ACDC,' 'T2K,' and the Middle East: Leaked documents reveal Amazon's top cloud growth initiatives
AWS is focusing on at least 7 areas with codenames such as "ACDC" and "T2K" as it looks for big new sources of sales growth.
Amazon makes massive downpayment on dethroning Nvidia
The cloud giant just launched another assault on Nvidia's lead in the AI chip market.
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Leaked memo: Amazon says staff in Germany can apply to work from home 2 days a week amid RTO push
An Amazon internal policy seen by BI outlines how staff in Germany can apply to work from home once a week, or twice in exceptional circumstances.
CHART: Big Tech is going wild on AI spending next year and beyond
Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative AI boom
Amazon stock jumps most in 9 months as cost cuts, cloud spark earnings beat
Amazon shares jumped as much as 7.6% on Friday, putting them on pace to close near all-time highs.
Amazon CEO Andy Jassy says he has a secret weapon in the AI wars
Amazon CEO Andy Jassy said AWS, its cloud-computing unit, shows it's got the logistical know-how to succeed in artificial intelligence.