AI Names · Cloud platforms
Amazon
AMZN
Amazon’s AI story is AWS: Trainium silicon, Bedrock as the model shelf, and a large check into Anthropic so Claude has somewhere to run.
- Site
- amazon.com
- Product
- AWS
- Who
- Andy Jassy, CEO
In the Daily
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
· Morning Brief
Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.