AWS Will Be An OEM, Just Like Google And Maybe Microsoft
…With that as the backdrop, let’s go over the numbers for AWS for Q1 2026. AWS revenue for the March quarter was $37.59 billion, up 28.4 percent. Operating income…
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The Twin Engine Strategy That Propels AWS Is Working Well
…At the prevailing price that AWS is paying – call it $30 billion per gigawatt – that is $180 billion to add 6 gigawatts. So, the $200 billion that Amazon will spend on capex…
The Second Time Will Be The IPO Charm For Cerebras
…The company’s Series G funding round came in at $1.1 billion in October 2025 , pushing its valuation up to $8.1 billion, and another $1 billion in Series H funding…
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
…Google, AWS, and Microsoft as well as direct API revenues. But early this year, OpenAI’s revenues stumbled a bit (dropping from a $25 billion ARR to a $24 billion ARR, while…
The $2 Billion Nvidia Deal With Marvell Is About A Lot More Than NVLink Fusion
…6.9 billion acquisition of Mellanox Technologies way back in April 2020 . It could turn out, as we have said, that under the strategic partnership that Marvell (and therefore AWS and any…
Google Is A Full Stack AI Player, And Is Playing Well
…same Q1 , but AWS is almost twice as large as Google Cloud.) If current growth rates persist, Google Cloud would catch AWS, with each having more than $82 billion in revenues by…
Marvell Pivots To AI Silicon, Looks Poised To Profit
…8 billion in AI revenues by 2028, which we discussed at length back in June . It doesn’t hurt that Marvell just inked a five-year technology supplier agreement with AWS this…
Amazon Opens Up Solver At The Heart Of Quantum Chip Effort
…Parent company Amazon no doubt has played with these devices, and also no doubt encouraged AWS to offer them as a service so we all can help Amazon foot the bill for…
AMD Says “Helios” Racks And MI400 Series GPUs On Track For 2H 2026
…Getting Helios out the door on time and being manufactured in volume is why AMD spent $4.9 billion to acquire ZT Systems back in August 2024 . Not wanting to be in…
Microsoft Committed To Doubling AI Infrastructure In Two Years
…of its peers: AWS, Google, and Meta Platforms. Amy Hood, Microsoft’s chief financial officer, said that Microsoft raised its calendar 2026 capex spending plan to $190 billion, and just to show…