AI Market Movers · Cloud platforms
Amazon
AMZN
Amazon’s AI story is AWS: Trainium silicon, Bedrock as the model shelf, and a large check into Anthropic so Claude has somewhere to run.
- Site
- amazon.com
- Product
- AWS
- Who
- Andy Jassy, CEO
In the Daily
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Ten days broke the move-fast ruleTen days that broke move-fast, Gemini’s CTF break-ins, the kill switch that may not work, Anthropic’s pre-IPO model, Claude’s OpenAI bounty — plus AWS×PPC’s 300 MW Greek lease.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Morning Brief
Nvidia just printed the quarter. Now it wants the model store.AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.
· Morning Brief
DeepSeek is cashing checks. Moonshot wants a Western till.Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.