Tag · 8 stories
Every story tagged Andy Jassy on AI Chat Daily.
Investors rewarded Amazon's AI spending with a 10% pop, while Meta fell 8% — the market is picking cloud hosts over everyone else in the stack.
The Nova model group loses staff even as Amazon's 2026 capex jumps more than 50% and the company raises at least $25B in debt.
The third India commitment in three years brings Amazon's total to $48B, funding AWS data center expansion in Mumbai and Hyderabad.
Amazon's AI chip business is on a $50B run rate. Selling to third parties would put it in direct contact with Nvidia's $326B engine.
A jailbreak warning from Amazon researchers triggered emergency export controls, taking Anthropic's newest public model offline within hours.
Andy Jassy briefed officials on a cyberattack-prompt vulnerability days before the export control order that pulled Fable 5 and Mythos 5.
Jassy told Scott Bessent that Amazon researchers used Claude Fable 5 to extract cyberattack-relevant info, preceding the Fable 5 and Mythos 5 shutdown.
Andy Jassy says the AI revenue run rate at AWS now sits above $15B, but capex spending is gutting near-term free cash flow.
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