Aws

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A Trainium3 UltraServer at an AWS QA lab in Austin. Photo by Mark Felix / Getty Images.

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

By Catherine Perloff · May 19, 2026 6:00am PDT
Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future Trainium capacity. Now, recent software... Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is...
Anthropic Co-founder and CEO Dario Amodei. Photo by Chance Yeh/Getty Images
Exclusive

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

By Sri Muppidi, Erin Woo and Amir Efrati · May 5, 2026 1:20pm PDT
When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment. But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The... When Google last month said it would supply Anthropic with an astonishing five gigawatts of...
Craig Warga/The Information.
The Information Finance

The Hidden Risks in AI Funding

By Ken Brown · Apr 29, 2026 8:34am PDT · 1 comment
Bankers and investors, especially when they are sitting in front of an audience, are not shy about offering their opinions. Yet when I asked a panel of money types at our Financing the AI Revolution conference on Monday about risks in the current market, I got near silence.We had been discussing the billions of investment dollars pouring into... Bankers and investors, especially when they are sitting in front of an audience, are not shy...
Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.
The Briefing

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By Martin Peers · Apr 29, 2026 5:00pm PDT
It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...