DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, Amazon Web Services
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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AWS pledges $6bn investment in data center campus in Shreveport, Louisiana
Total data center investment in state now $18bn
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Amazon acquires 8,000-acre site in Pecos, Texas, for natural gas powered behind-the-meter data center - report
If built, it could be the largest natural gas plant in US at 7.65GW
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AWS reports fastest growth since 2021, Amazon annual capex to hit $220bn on AI memory costs
Cloud sales boom as company ramps up data center buildout
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Amazon sees $25bn raise in bond sale
Follows major bond sales earlier this year
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Former shoe company Allbirds becomes Smartbird, appoints former AWS quantum exec as part of AI cloud pivot
Shares jump again for wannabe neocloud
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Amazon commits $10bn to data center campus in Montgomery City, Missouri
Campus expected to generate thousands of construction jobs
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Amazon secures $17.5bn loan for AI data center buildout
Lenders include Citibank, BofA, and JPMorgan Chase, among others
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Amazon acquires leased data center in Virginia for $65 million
Company buys site from Menlo Equities
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AiOnX secures hyperscale tenant for Irish data center campus outside Dublin
Tenant likely Amazon, first phase due to launch later this year
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Amazon buys office and data center site in Maryland from T. Rowe
Companies sign $15 million sale-leaseback deal
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AWS hits $150bn in annualized revenue, as CEO says memory price hikes are pushing cloud adoption
Company claims to be running one of the "top three data center chip businesses in the world"
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Amazon invests $5bn in Anthropic; Anthropic agrees to lease 5GW of AWS AI capacity
Could invest a further $20bn in the AI company
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AWS scales up investment commitment for Mississippi data centers to $25bn
Includes developments in Warren County, Hinds County, and Madison County
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Two customers ask to buy all of AWS' Graviton instance capacity in 2026
Don't worry, the company said no
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Amazon raises $53bn in bond sales
Comes as company plans major capex investments in data centers
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OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn
After Amazon pumps $50bn into the AI company
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OpenAI raises $110bn, with $50bn from Amazon, and $30bn from both Nvidia and SoftBank
ChatGPT maker soars to $730bn valuation, signs Amazon compute deal
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Amazon plans to spend $12bn on Louisiana data center campuses, developed by Stack Infrastructure
Will build cloud and AI facilities in Caddo and Bossier Parishes
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Cipher Mining plans $2bn senior secured notes offering for Amazon-leased Black Pearl data center site in Texas
Deal attracts $13 billion of orders
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Amazon capex to hit $200bn in 2026, will mostly fund AWS data centers
Spending push not a "quixotic top-line grab," CEO Jassy insists, as share price tumbles
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Amazon in talks to invest $50bn in OpenAI
Company is one of OpenAI's cloud providers, and an Anthropic investor
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Amazon plans 14,000 more job cuts, including across AWS cloud division
Following similar cuts last October
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OpenAI and Amazon in talks for $10bn investment - report
Would see OpenAI also using AWS' custom AI chips
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AWS to invest $7bn in data centers in Hyderabad, India
Amazon expands its cloud infrastructure footprint
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AWS to spend $50bn expanding AI and HPC capacity for US government
Will see nearly 1.3GW of capacity added across Top Secret, Secret, and US GovCloud regions
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AWS added 3.8GW of data center capacity in the last year
CEO Jassy hails Amazon's cloud platform's best quarterly growth figures since 2022
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AWS to invest $5bn in South Korea data centers
Builds on previous commitment
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Hyperscalers pause data center leases in India due to trade uncertainty - report
Projects are still in the pipeline, but facing delays