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The internet is being rebuilt for machines

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As AI agents move from experiments to production, AWS, Cloudflare, and others are redesigning cloud infrastructure for a future dominated by machine-generated internet traffic instead of human users.

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Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks

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The deals come as the DoD has doubled down on diversifying its exposure to AI vendors in the wake of its controversial dispute with Anthropic over usage terms of its AI models.

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Amazon’s cloud business is surging — and so is its capital spending

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The e-commerce giant is making more money than expected from AWS but it’s also spending a lot, and will continue to do so in the near term, its chief executive said.

Amazon’s cloud business is surging — and so is its capital spending Read More »

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

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Amazon has made another circular AI deal: It’s investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.

Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return Read More »

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter

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Andy Jassy’s annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex.

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AWS boss explains why investing billions in both Anthropic and OpenAI is an OK conflict

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AWS has an ingrained culture of handling coopetition, he explained, because the cloud giant also competes with its partners.

AWS boss explains why investing billions in both Anthropic and OpenAI is an OK conflict Read More »

Uber is the latest to be won over by Amazon’s AI chips

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Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon’s chips. This is a thumb-of-the nose at Oracle and Google.

Uber is the latest to be won over by Amazon’s AI chips Read More »

OpenAI reportedly expands government footprint with AWS deal

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OpenAI has reportedly signed a partnership with AWS to sell its AI systems to the U.S. government for classified and unclassified work, marking an expansion beyond its Pentagon deal last month.

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AWS revenue continues to soar as cloud demand remains high

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AWS recorded its best quarter, in terms of revenue growth, in 13 quarters in Q4 2025 as AI drives AWS adoption.

AWS revenue continues to soar as cloud demand remains high Read More »

Amazon appoints longtime AWS exec Peter DeSantis to lead new AI org

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DeSantis has spent 27 years at Amazon, including eight years as an SVP for AWS, the cloud provider that powers about one-third of the internet.

Amazon appoints longtime AWS exec Peter DeSantis to lead new AI org Read More »