Qualcomm and AWS partner on custom silicon for large-scale AI data centers
Will also work on optical connectivity solution with up to 1.6T
News - Software, AWS
The latest news from the AI, data center, telco, chip, and cloud sector
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Anthropic signed $517bn in compute agreements in past 11 months
Represents 14.8GW of compute capacity
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AWS to deploy 2 million additional Nvidia GPUs
Two companies expand their partnership
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AWS secures $410m compute agreement with Recursive Superintelligence
Comes just months after AI startup raised $650m
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Idaho National Laboratory, Nvidia, AWS launch Prometheus project under Genesis Mission
Seeks to expedite advanced nuclear development through AI
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Railway taps Claude to design a data center
Assists with company's "Gen 2" sites roll out
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Pinterest signs $4bn infrastructure agreement with AWS
Will use AWS' Graviton and Trainium chips
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Snowflake signs $6bn infrastructure agreement with AWS
Includes Graviton compute
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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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Two customers ask to buy all of AWS' Graviton instance capacity in 2026
Don't worry, the company said no
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Uber signs on to use latest AWS Graviton & Trainium AI chips
Will also utilize the Graviton4 CPU
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National Geographic Society migrates 15 petabytes of media footage to AWS
Will create a centralized hub of content
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Microsoft claims to be first hyperscaler to "power on" Nvidia Vera Rubin NVL72 system
Plus the other clouds set to adopt the latest generation of Nvidia AI infrastructure
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US hyperscaler capex to top $700bn in 2026, investors fear overbuild and weak returns - Moody's
Capex in 2026 will be six times larger than 2022
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SKA Observatory turns to AWS for cloud-based HPC cluster
Massive radio telescope array turns to the cloud for scalable compute
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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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Nokia and AWS set up agentic AI powered network slice
Carried out a trial with telcos Du and Orange
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Anthropic cloud spend expected to reach $80bn through 2029
Will be split across AWS, Google, and Microsoft
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AWS partners with Japanese power company Jera to enhance firms digital tools
Will also collaborate on renewable energy development to power AWS data centers
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Dutch investment company Prosus inks three-year cloud and AI agreement with AWS
Will see the two co-creating AI solutions for certain Prosus portfolio companies
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Perplexity signs $750m cloud agreement with Microsoft
Company says AWS remains its "preferred" infrastructure provider
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Aumovio selects AWS as preferred cloud provider to accelerate self-driving trucks
Automotive company will use cloud computing and AI services to develop autonomous driving solutions
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AWS quietly increases prices for H200 EC2 instances by 15%
p5e.48Xlarge and p5en.48xlarge instances impacted
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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 launches AI factory offering that gives customers dedicated AI infrastructure on premises
AI Factories can be built using Nvidia or Trainium chips
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AWS makes Trainium3 UltraServers generally available
Company also makes UltraServers with Nvidia GB300s available, and teases Trainium4
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AWS and Humain expand partnership, will include Nvidia GPUs and Trainium chips
Deal covers some 150,000 chips