Amazon's big retail business navigated GPU shortages by emphasizing ROI and tightening its approval process to balance internal supply and demand.

TD Cowen analysts late March updated their report, estimating Microsoft has withdrawn data center project totaling more than ...

Amazon (AMZN) may be best known for revolutionizing e-commerce. However, it’s the company’s cloud division, Amazon Web ...

The exact number of GPUs operated by AWS is unknown. In November 2024, LessWrong estimated that Amazon had between 250,000 and 400,000 "Nvidia H100 equivalent GPUs," expected to increase to 1.3-1.6 ...

Amazon's stock is not only off its highs, it is also trading at one of the cheapest valuations in its history. The stock ...

Wells Fargo analysts say Amazon has paused some talks on datacentre leasing for its cloud division, especially outside the ...

American and Chinese firms dominate the cloud computing and data center space, raising questions around data security and ...

IonQ and Rigetti Computing have surged 600% and 1,100%, respectively, since 2023 but could remain underdogs against this technology juggernaut.

Artificial intelligence (AI) stocks, in particular, have been slammed as investors move their money from risky stocks to more ...