Nvidia and Amazon Web Services are deepening their AI partnership with two million new GPUs, custom chips, and government AI ...

There's a cost to its huge opportunity.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) ...

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the ...

"Amazon has been able to generate billions of dollars in profits — at the expense of its auction advertising customers," the ...

Anthropic books $35B in cloud capacity from Nvidia-backed Lambda, tying Nvidia, Hut 8 and AI demand together in an unusual ...

Some investors have worried about increasing competition.

Amazon expands its Nvidia partnership with plans for 2 million more GPUs by 2028, while AWS continues developing its own ...

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly ...

The hyperscaler has just announced its intention to buy another 2 million Nvidia GPUs and sprinkle them across its global ...