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Recent Articles about Aws

What AI Means for Software Builders—and Software Business Models

By The Information Staff · Feb 18, 2026 11:11am PST

The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that automate coding are altering productivity assumptions, while AI-driven workflows are challenging how providers price and package their products. We asked Deep Research to analyze how these changes are affecting incumbents,... The impact of AI on software is showing up both on the engineering side and in the economics of...

Art by Mike Sullivan

Anthropic Could Share Up to $6.4 Billion With Amazon, Google and Microsoft in 2027

By Sri Muppidi and Catherine Perloff · Feb 17, 2026 4:46pm PST · 2 comments

Anthropic expects to pay Amazon, Google and Microsoft at least $80 billion to run its Claude AI on their cloud servers through 2029, according to the startup’s most optimistic recent forecasts. That’s not the only way the tech giants can make money from Anthropic: They get a cut of the revenue Anthropic generates if their customers buy its AI. ... Anthropic expects to pay Amazon, Google and Microsoft at least $80 billion to run its Claude AI...

Photo by Matthias Balk/Getty Images.

Amazon Discusses AI Content Marketplace With Publishers

By Catherine Perloff and Erin Woo · Feb 9, 2026 3:34pm PST · 3 comments

Amazon has indicated to publishing industry executives that it is planning to launch a marketplace where publishers can sell their content to firms offering AI products, according to two people who spoke with Amazon about the project. Those discussions come as publishers and AI companies are battling to set terms over how AI firms can access... Amazon has indicated to publishing industry executives that it is planning to launch a...

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST

Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...

Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment

Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...

Art by Mike Sullivan.

Amazon Discusses Getting Special Access to OpenAI Tech

By Anissa Gardizy, Catherine Perloff and Amir Efrati · Feb 4, 2026 6:00am PST

As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are also discussing a commercial agreement that could require OpenAI to dedicate its own researchers and engineers to developing customized models for powering Amazon’s own AI products, according to a person involved in the talks and another person who... As Amazon weighs an equity investment of tens of billions of dollars in OpenAI, the companies are...

Elon Musk. Getty Images.

What’s Really Driving Musk’s SpaceX-xAI Merger

By Martin Peers · Feb 2, 2026 5:00pm PST · 5 comments

Talk about pie in the sky. On Monday, Elon Musk announced that his SpaceX had acquired his cash-eating xAI, at a price we reported to be $250 billion. SpaceX was already planning to go public, but now xAI will be able to get some of the cash the newly enlarged company will raise. Of course, that’s not how Musk explained the combination. Instead,... Talk about pie in the sky. On Monday, Elon Musk announced that his SpaceX had acquired his...

Art by Getty Images

Why OpenClaw FKA Clawdbot Matters

By Rocket Drew · Feb 2, 2026 7:30am PST

Art by Getty Images

Why OpenClaw FKA Clawdbot Matters

By Rocket Drew · Feb 2, 2026 7:30am PST

If you’ve been online in the past few days, you’ve likely been bombarded with words like “Moltbook,” “OpenClaw” and “Clawdbot.” We’re here to break down what it means and how it’s giving us a peek into how AI might evolve.OpenClaw is an open-source AI agent released late last year that can write code, edit files and surf the web to complete... If you’ve been online in the past few days, you’ve likely been bombarded with words like “...

Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images

What to Expect From Palantir, Google and Amazon Earnings This Week

By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments

If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports... If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place...

How a Big Agent Bet Reshaped AWS

By Catherine Perloff · Feb 1, 2026 11:00am PST · 1 comment

Amazon Web Services CEO Matt Garman has been overhauling the cloud giant’s AI product leadership to speed its development of new AI software for businesses. Among more recent moves, AWS hired a former Microsoft executive to lead a suite of enterprise search and agent-building tools, and brought back a former AWS executive who did a stint at... Amazon Web Services CEO Matt Garman has been overhauling the cloud giant’s AI product leadership...

CEO Sam Altman. Photo by Getty Images.

Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI

By Sri Muppidi · Jan 28, 2026 6:55pm PST · 2 comments

OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up to $100 billion to fund growing demand for its AI. Nvidia, an existing investor whose chips power OpenAI’s AI models, is in talks to invest up to $30 billion, according to a person with knowledge of the situation. Microsoft, a longstanding backer with... OpenAI is lining up huge checks from some of its biggest tech partners, as it seeks to raise up...

GE Vernova turbines at the Stargate AI data center construction site in Abilene, Tex. Kyle Grillot/Bloomberg via Getty Images.

Data Center Inflation Is Here

By Ken Brown · Jan 21, 2026 8:00am PST · 5 comments

GE Vernova turbines at the Stargate AI data center construction site in Abilene, Tex. Kyle Grillot/Bloomberg via Getty Images.

The Information Finance

Data Center Inflation Is Here

By Ken Brown · Jan 21, 2026 8:00am PST · 5 comments

In the first weeks of the year, it has become clear that building data centers is getting more expensive. On a relative basis, the shift could benefit the cash-rich tech giants, particularly Google, while potentially hurting cash-burning startups. This doesn’t mean giant data centers won’t get built. Investors are still enthusiastic about... In the first weeks of the year, it has become clear that building data centers is getting more...

Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV

Andy Jassy in Davos; Netflix’s Q4

By Jessica E. Lessin · Jan 20, 2026 5:00pm PST

My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The Information’s TITV. It has been two years and three months since I last sat down with Jassy in Seattle. While he’s always calm and measured—and, for what it is worth, he’s one of the nicest people to interview—one could sense a little defensiveness... My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The...

Art by Mike Sullivan/Gemini

Why AI Startups' Fixation on 'Cracked' Engineers is Short-Sighted

By Rocket Drew · Jan 20, 2026 7:37am PST

Before we get to today’s column, OpenAI’s Chief Financial Officer Sarah Friar pulled back the curtain this weekend on how the ChatGPT maker’s consumption of computational resources and annualized revenue have grown at approximately the same pace over time. That isn’t super surprising, given that most companies would expect their revenue to grow... Before we get to today’s column, OpenAI’s Chief Financial Officer Sarah Friar pulled back the...

My Interview With Andy Jassy: OpenAI, Trump, Power and the Future of AWS

By Jessica E. Lessin · Jan 20, 2026 5:44am PST · 1 comment

AI-powered shopping has the potential to be a big boost to Amazon’s retail business, CEO Andy Jassy said on Tuesday. And while Amazon already has its own shopping chatbot, it is also looking for ways to partner with other companies to run their chatbots on its site. In an interview with The Information’s Jessica Lessin at the World Economic... AI-powered shopping has the potential to be a big boost to Amazon’s retail business, CEO Andy...