Cloud Services

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Roku founder and CEO, Anthony Wood. Brenton Ho/Variety via Getty Images.
The Briefing

Roku’s Timely Exit; Salesforce’s Dealmaking Is Revving Up

By Martin Peers · Jun 15, 2026 5:01pm PDT
There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest Anthropic-Trump administration standoff. SpaceX’s market performance so far has been like a rocket ship: The stock rose 20% on Monday, finishing with a market capitalization of $2.5 trillion. And back on Earth, we got some notable acquisitions on... There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest...
Nvidia CEO Jensen Huang. Photo by Josh Edelson/AFP via Getty Images.
AI Infrastructure

Nvidia’s Share of AI Inference Chip Market Appears to Be Rising

By Phoebe Liu · Jun 15, 2026 8:31am PDT
As AI developers and cloud providers have launched server chips to lessen their dependence on Nvidia’s, some analysts and executives at these firms expected the chips to eat into Nvidia’s market share.That doesn’t seem to be happening.Nvidia has actually increased its share of the market for chips that power existing AI models, known as... As AI developers and cloud providers have launched server chips to lessen their dependence on...
Screenshot via YouTube
AI Agenda

AI’s Cost Problem Becomes Front and Center, At Least in Asia

By Qianer Liu · Jun 15, 2026 7:01am PDT
Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration officials in D.C. this week to try to resolve a dispute that blew up on Friday night. The administration said that it would need to cut off access to its most advanced Claude Fable 5 and Claude Mythos 5 models to foreign nationals, which led to the... Anthropic can’t catch a break! Leaders of the AI firm are meeting with Trump administration...
Nvidia CEO Jensen Huang. Photo by Bloomberg via Getty
Exclusive

Nvidia Muscles Into Cloud Services, Rankling AWS

By Anissa Gardizy and Aaron Holmes · Sep 11, 2023 1:17pm PDT · 6 comments
Last year, Nvidia made an unusual proposal to Amazon Web Services and other cloud providers that have long been the biggest buyers of Nvidia’s specialized artificial intelligence server chips. Nvidia wanted to lease Nvidia-powered servers in the cloud providers’ data centers so it could turn around and rent the same servers to AI... Last year, Nvidia made an unusual proposal to Amazon Web Services and other cloud providers that...