Two of Amazon Web Services' (AWS) large customers have asked the company if they can purchase every single Graviton instance ...

CapEx fuels high-return AWS assets, solid commitments, and undervalued 2026 multiples. Click for this AMZN update.

Amazon (NASDAQ:AMZN) carries a Hold-equivalent profile at $245. The stock has recovered sharply from post-earnings lows, but ...

Uber is partnering with Amazon to use its custom Graviton and Trainium chips to enhance its AI capabilities and optimize digital workloads.

Amazon’s shareholder letter reshaped SOTP valuation with new chip revenue and segment disclosures, boosting the target by $19 ...

For years, Amazon has asked Wall Street to be patient. The spending is heavy, the timeline is long, and the payoff is coming.

Nvidia has been a big artificial intelligence (AI) winner, but there are better ways to play the AI infrastructure market ...

Ride-sharing company Uber is scaling up its use of Amazon Web Services (AWS), including adopting the latest generation of its ...

Andy Jassy's annual shareholder letter reads something like a diss track to a wide range of competitors as he defends ...

Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans.

April 7 (Reuters) - Uber is using Amazon's custom chips to speed up computing and train artificial intelligence models, the ...

Andy Jassy's 2026 shareholder letter reveals Amazon's Graviton, Trainium, and Nitro chips generate $20bn+ a year — and could ...