Tag · 21 stories
Every story tagged AWS on AI Chat Daily.
Five months after committing to 1M Nvidia GPUs, AWS is adding 2M more Blackwell Ultra, Rubin, and Rubin Ultra chips for 2027 and 2028.
GW Ranch, a 7.65-gigawatt gas plant in Pecos County built to feed one Amazon site, holds a permit exceeding the largest US coal plant.
The multi-year deal embeds Superblocks in AWS customer accounts, routing data through Amazon Aurora and Bedrock rather than external providers.
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 stealth-exit lab founded by Richard Socher is spending most of its $650M raise on compute, betting on self-improving systems over headcount.
Planting refusal-triggering strings in AWS decoy secrets cut agentic attacker admin takeover from 57% to 5% across five leading models.
The third India commitment in three years brings Amazon's total to $48B, funding AWS data center expansion in Mumbai and Hyderabad.
New Blackwell-powered G7 instances and cuVS-default vector search in OpenSearch cut indexing costs 75% versus CPU builds.
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.
Alembic, AWS, Criteo, Higgsfield, KERV.ai and Taboola show off Blackwell-powered adtech stacks built around autonomous agents.
Amazon's first public water disclosure pegs usage at 0.12 liters per kilowatt-hour, down 2% from 2024 even as operations expanded.
The new Serverless decouples compute from storage and scales to zero — Cloudflare says non-human traffic will pass human traffic in early 2027.
The cloud-data company cited accelerating enterprise AI adoption as it locked in multi-year AWS chip capacity.
The five-year contract doubles Snowflake's total AWS Marketplace revenue since 2012 and signals CPU chip competition heating up.
Jensen Huang positions the new CPU as purpose-built for agents, not traditional cloud cores.
Public Investment Fund vehicle Humane One debuts an agentic AI platform across 39 AWS regions, expanding the kingdom's sovereign AI push.
The Defense Department adds four more vendors after the Anthropic dispute, deploying models inside IL6 and IL7 environments.
OpenAI's frontier models and Codex agent platform arrive on Amazon Bedrock one day after the Microsoft Azure exclusivity deal lapses.
Andy Jassy says the AI revenue run rate at AWS now sits above $15B, but capex spending is gutting near-term free cash flow.
Microsoft keeps a 20% revenue share through 2030 and IP license through 2032, but its Azure exclusivity is gone.
Anthropic commits over $100B to AWS over ten years as Amazon pours another $5B in, with up to $20B to follow.
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