Amazon Web Services (AWS) — Latest News and Analysis

Amazon Web Services has fixed a unit-pricing glitch that showed billion-dollar billing estimates globally.

Meta is reportedly exploring a cloud business that lets outside developers rent AI compute and access models hosted on its infrastructure.

Nvidia's reported Kyber NVL144 delay to 2028 centers on a circuit-board constraint, leaving Rubin shipments intact and rivals a possible AI rack opening.

AI server demand is keeping supply chains tight and is expected to pressure 2027 deliveries as analyst estimates point to packaging and component bottlenecks.

Big Tech's AI capex race is pushing cloud hyperscalers toward a hard cash-flow squeeze as infrastructure costs grow faster than operating cash flow.

Amazon could face higher Anthropic AI costs and token-based Claude billing reshape Amazon Web Services economics.

Three Amazon engineers have filed a Seattle complaint alleging their critical testimony about data centers led to internal scrutiny as Amazon probes who they represented at hearings.

Microsoft may use AWS capacity to help GitHub handle AI coding demand while keeping Microsoft Azure as the platform's long-term migration target for 2027.

A contractor-linked CISA GitHub leak appears to have exposed AWS GovCloud credentials, passwords and build files for months, heightening federal risks.

DeepL has expanded onto AWS, stirring sovereignty concerns in Europe as buyers weigh translation quality, faster procurement, and stricter data controls.

The Pentagon has signed agreements letting Nvidia, Microsoft, AWS, Google, OpenAI, SpaceX, Oracle and Reflection deploy AI on classified IL6 and IL7 networks.

Agentic AI is lifting CPU demand as Meta expands Graviton deployments, Intel flags tighter CPU-GPU ratios, and ASIC vendors gain in AI infrastructure.

AWS has launched Amazon Connect Decisions and Talent plus Amazon Quick, expanding its office software push into recruiting and supply-chain business workflows.

Meta is deploying tens of millions of AWS Graviton5 CPU cores for AI inference and agentic workloads, deepening AWS's role in Meta's 2026 AI buildout.

Microsoft released exclusive rights to sell OpenAI models and scrapped the AGI clause, clearing OpenAI to ship across AWS, Google, and Oracle alongside Azure.

Dubai has denied the IRGC's claim of striking an Oracle data centre as Bahrain confirmed an attack on Amazon cloud infrastructure amid threats to 18 firms.

Iran's IRGC has named 18 U.S. tech companies, including Apple, Google, and Microsoft, as military targets, with strikes set to begin April 1.

The European Commission has launched an investigation into a breach of its AWS cloud environment after a threat actor claimed to have stolen 350 GB of data.

Software stocks have dropped sharply after reports that AWS is building AI sales tools, with the IGV ETF now down 21% year-to-date as disruption fears hit SaaS.

OpenAI has flagged its reliance on Microsoft as a top risk in a pre-IPO investor document, warning that changes to the partnership could harm its business.

Microsoft has weighed legal action against OpenAI over a $50 billion Amazon cloud deal it believes violates its exclusive Azure agreement.

Nvidia has launched the Groq 3 LPX at GTC 2026, its first non-GPU inference rack claiming 35x throughput over Blackwell for trillion-parameter AI models.

AWS has signed a multiyear deal with Cerebras to bring its WSE-3 wafer-scale AI chip to Amazon Bedrock, delivering 5x more token capacity for cloud inference.

FCC Chair Brendan Carr has publicly rebuked Amazon for opposing SpaceX's million-satellite data center plan while falling over 1,400 satellites behind its own deployment mandate.

Amazon has launched a record $42 billion bond offering to fund AI data center infrastructure, drawing $126 billion in investor orders amid Big Tech's AI push.

Google Safe Browsing has missed 83.9% of confirmed phishing sites in February 2026, flagging just 41 of 254 — including sites on Google's own infrastructure.

Warren Buffett's Berkshire Hathaway has sold 77% of its Amazon stake for nearly $1.7B as Bill Ackman has increased his position in starkly different bets

AWS has launched SageMaker Inference for custom Nova models, completing a full fine-tuning-to-deployment pipeline for Nova Micro, Nova Lite, and Nova 2 Lite.

Amazon has begun developing a marketplace for publishers to sell content to AI companies for training, following Microsoft's announcement last week.

Amazon has rolled out Alexa+ free to all U.S. Prime members, offering an AI-powered voice assistant with unique smart home features that compete with ChatGPT.