AWS growth hits 39% as Amazon’s AI spending pushes cash flow negative
Cloud revenue reached $46 billion, while trailing free cash flow fell to a $42.4 billion outflow as infrastructure investment surged.
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Qualcomm and Amazon make an AI data center chip deal
Qualcomm says the companies will build custom silicon for AWS AI infrastructure; Reuters says the agreement could cover up to $60B in products.
AWS will add 2 million Nvidia GPUs for AI infrastructure
The expanded partnership also brings Nvidia Vera CPUs to AWS and includes federal AI factories with 100,000 GPUs on secure infrastructure.