What Wall Street is saying about Amazon's deepening ties with Anthropic

Amazon and Anthropic are even more tied at the hip as both seek supremacy in the race to build out artificial intelligence ...

Is the AI Gold Rush Still On? A Historical Look at Amazon's AWS Offers a Compellingly Clear Answer.

"We have never seen a technology more quickly adopted than AI," Amazon chief executive officer Andy Jassy wrote in his latest ...

Anthropic Commits $100B to AWS as Amazon Bets Up to $25B on AI Partner. Is AMZN a Buy Now?

What Does the Anthropic Deal Mean for Amazon? Amazon and Anthropic recently deepened their relationship with a long-term deal ...
Seeking Alpha

Amazon: What Should Investors Be Looking For In Trainium?

Amazon.com, Inc. is increasingly leveraging its in-house Trainium AI accelerators to address AWS capacity constraints and reaccelerate cloud growth. Trainium2's full allocation and upcoming ...
TechCrunch

All the biggest news from AWS’ big tech show re:Invent 2025

Amazon Web Services’ annual tech conference AWS re:Invent has wrapped. And the singular message, amid a deluge of product news and keynotes, was AI for the enterprise. This year it was all about ...
Forbes

Amazon Signals AWS Cannot Win The AI Race Alone

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. The numbers alone demand attention. But the real story is what this partnership reveals ...
Seeking Alpha

Amazon's Dip Is A Long-Term AWS Opportunity (Rating Upgrade)

Amazon is executing a $200B capex plan to maintain AWS’s AI and cloud dominance, despite near-term stock pressure from upfront costs. AWS’s $244B backlog, rapid revenue ramp, and custom chip strategy ...