# AWS
Latest news and articles about AWS
Total: 7 articles found
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
Amazon’s $200bn AI Gamble Roils Markets Despite Robust Quarter
Amazon beat expectations in Q4 with solid revenue and profit growth, but its pledge to raise 2026 capital expenditure to roughly $200 billion — driven by AI infrastructure and other strategic projects — alarmed investors. The stock fell sharply as markets weighed the risk that such heavy spending could outstrip near‑term cash flow and returns. The outcome will hinge on whether Amazon can convert large upfront investments in data centres, custom chips and networking into durable, high‑margin cloud and AI services.
Amazon Circles a Custom OpenAI Model to Supercharge Alexa as Talks of a Large Equity Deal Advance
Amazon is negotiating with OpenAI on a commercial agreement that could include a multibillion-dollar equity investment and the creation of bespoke OpenAI models for Amazon products such as Alexa. The arrangement would deepen technical collaboration but raise strategic and regulatory questions about control, vendor lock-in and market concentration in AI.
Amazon Eyes Big Stake in OpenAI as It Seeks Dedicated Models and Talent
Amazon is discussing a multibillion-dollar investment in OpenAI alongside a commercial deal that could require OpenAI to assign staff to build custom models for Amazon’s AI products. The move would intensify rivalry with Microsoft, risk fragmenting the AI ecosystem, and raise questions about OpenAI’s independence and regulatory scrutiny.
Musk’s Space Data‑Centre Ambition Meets AWS’s Reality Check
Elon Musk and other tech leaders have promoted the idea of orbital data centres to solve terrestrial limits on AI compute. AWS chief Matt Garman and other experts argue the concept remains economically and technically impractical today, citing launch cadence, radiation, thermal management and maintenance challenges. The gap between headline visions and engineering reality suggests continued experimentation but little prospect of mass migration of hyperscale AI into orbit in the near term.
Amazon to Cut Nearly 16,000 Jobs as it Tightens Its Belt and Repositions for AI Era
Amazon has announced nearly 16,000 job cuts as it seeks to curb costs and redeploy resources toward cloud, advertising and artificial-intelligence initiatives. The move reflects a broader industry shift from pandemic-era expansion to a focus on profitability and automation, with implications for employees, customers and competitors.