AWS AI investments, Trainium chips, Graviton processors and $200 billion plan for cloud and AI explained by CEO Jassy during Amazon's earnings.

JPMorgan sees cloud computing entering a renewed growth phase, fueled by heavy infrastructure investment and rapid technological advances, a backdrop that underpins analyst Doug Anmuth's Overweight ...

Amazon Web Services and STMicroelectronics agreed a multi-year, multibillion-dollar partnership to secure advanced chips for next generation AI and data center infrastructure. The collaboration ...

Amazon is a major buyer of Nvidia GPUs, but its data centers also run its custom Tranium AI chips. Amazon claims Trainium delivers up to 40% better performance-per-dollar than comparable GPUs.

Amazon (AMZN) is upgraded to Strong Buy with a $310/share target, reflecting robust AWS growth and discounted valuation at 15.28x EV/EBITDA. AWS backlog reached $244B, supporting a $200B capital ...

Dell's AI PC adoption lags peers, with management pivoting away from AI-centric marketing toward traditional performance metrics. Read why DELL is a Strong Buy.

In this interview Satinder Pal Singh explains how AWS custom silicon is reshaping AI economics, enabling enterprises to cut ...