Subsidiary of Amazon that provides on-demand cloud computing platforms on a metered pay-as-you-go basis. Ultrathink has published 34 stories on Amazon Web Services. Latest, on : Upwind Raises $400M at $3.8B as Revenue Quadruples and a Datadog Bid Falls Away.
Upwind closed a $400M Series C at a $3.8B valuation led by Bessemer, up from $1.5B in January. Revenue quadrupled in 2026; TechCrunch reports ~$90M year-end ARR and a Datadog acquisition approach Upwind turned down.
Google Cloud A5X will pair NVIDIA Vera Rubin systems with Google's network and cooling, with up to 960,000 GPUs planned for AI workloads at global scale.
Samsung Electronics and five affiliates are investing a combined $1 billion in Helix, KKR's AI infrastructure company led by ex-AWS CEO Adam Selipsky.
Sept 2 in Austin: official agenda puts AWS energy and OpenAI data-center ops on stage at 10:00 CT, then CoreWeave. No public floor quotes yet.
Pre-event starts September 1 at Austin Marriott Downtown. Main conference September 2–3, co-located with Metro Connect Fall. Organizer claims 3,000+ senior leaders. The program is power, capital, fiber, and AI demand, not a model drop.
Amazon AI data center emissions could skyrocket due to a planned Texas facility, highlighting the massive strain AI workloads place on the US energy grid.
Anthropic is building custom AI chips to optimize Claude and escape Nvidia's premium pricing, shaking up its partnerships with Google and AWS.
Cloudflare OS has launched as an open platform for AI agent orchestration, leveraging global edge infrastructure to challenge traditional hyper-scalers.
Anthropic signs a $10 billion cloud deal with Volta, signaling a shift in the AI infrastructure arms race beyond AWS and Google.
AWS is bringing enterprise vibe coding to private clouds with Superblocks. Read how this integration secures agentic development and decouples apps from models.
The reported Amazon OpenAI investment of $50 billion reshapes cloud alliances, putting Amazon at the center of both OpenAI and Anthropic.
Nscale acquires Anyscale, creator of Ray, to merge GPU infrastructure with software orchestration and challenge big tech hyperscalers.
AI data center power cuts loom as the largest US grid operator plans curtailments. Read how Microsoft and Amazon are racing to secure nuclear energy.
A corporate AI spending pullback is forcing enterprise leaders to prove real ROI. Learn how budget cuts are reshaping the generative AI landscape today.
The AI data center power grid bottleneck is forcing Microsoft, Google, and Amazon to fund nuclear and geothermal energy to sustain scaling laws.
TSMC chip price hikes of up to 25% by 2027 will reshape the economics of AI hardware, raising costs for Nvidia GPUs and custom hyperscaler ASICs.
Google is developing a new Google custom AI chip to optimize Gemini models, aiming to slash inference costs and rival AWS, Microsoft, and OpenAI.
Power companies are using data center eminent domain to seize private land for AI grid expansion, sparking a fierce legal battle over what defines 'public use.'
The Meta Anthropic compute deal, worth up to $10 billion, could position Meta as a wholesale AI hardware broker and disrupt AWS and Google Cloud.
A landmark $400 million AI inference chip financing deal signals a massive shift in tech debt markets from training models to scaling deployment.
OpenAI secures $110 billion in compute-backed financing from Amazon, Nvidia, and SoftBank, reshaping global AI infrastructure and venture capital.
Address your enterprise AI agent security vulnerabilities. Learn why over half of organizations face agent incidents and how to fix machine identity.
The AI energy bottleneck is reshaping Wall Street, driving a historic $12.6 billion power IPO surge as investors hunt for physical infrastructure bets.
The New York data center ban is a massive warning shot for AI hyperscalers. Learn why this historic grid bottleneck will reshuffle the map of global computing.
The Reflection AI Nebius compute deal secures $1 billion in GPU infrastructure, positioning the startup to challenge Meta and Mistral AI.
Nvidia's $2 billion investment in CoreWeave signals a shift from chip seller to infrastructure financier. What this means for AI compute capacity and Nvidia's ecosystem strategy.
LiveKit raised $100M at a $1B valuation, validating the voice AI infrastructure play. The OpenAI partner powers real-time voice for the industry's biggest names.
Railway secured $100 million in Series B funding to build AI-native cloud infrastructure. With 2M developers and zero marketing spend, it's challenging AWS.
Microsoft commits to covering full electricity costs for AI data centers and rejecting tax breaks. Learn what this means for communities and Big Tech rivals.
Intel spinout Articul8 secures $70M funding at $500M valuation, a 5x increase from Series A. What this signals about enterprise AI infrastructure.
Italy orders Meta to suspend its policy banning rival AI chatbots from WhatsApp. The ruling could reshape how 2B+ users access AI assistants and set EU precedent.
Alphabet acquires Intersect Power for $4.75B cash plus debt to secure energy for AI data centers. The deal bypasses grid bottlenecks as Big Tech races for power.
Amazon's new AI organization under Peter DeSantis signals a strategic shift to compete with Microsoft and Google. What the AWS veteran's appointment means.
Databricks closes $4 billion Series L at $134 billion valuation, up 34% from October. The funding signals massive enterprise demand for AI data infrastructure.