Snowflake commits $6bn to AWS over five years, with Graviton chips at the centre
The five-year commitment is 2.4x larger than Snowflake’s 2023 AWS deal and lands as shares jump 38% on a Q1 earnings beat. The Graviton component is the part that matters strategically. Snowflake has signed a five-year, $6bn commitment to Amazon Web Services in what both companies are framing as the largest expansion of their 11-year […]<br /> This story continues at The Next Web [...]
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Amazon’s OpenAI gambit signals a new phase in the cloud wars — one where exclusivity no longer applies
Amazon Web Services on Tuesday launched one of the most consequential enterprise AI plays in the company's 20-year history, simultaneously bringing OpenAI's most powerful models to its Bedro [...]
Amazon's new AI can code for days without human help. What does that mean for software engineers?
Amazon Web Services on Tuesday announced a new class of artificial intelligence systems called "frontier agents" that can work autonomously for hours or even days without human intervention, [...]
AWS nabs white hot gen AI media creation startup fal, becoming its preferred cloud provider
Generative AI’s rapid transition from text-based chatbots to high-fidelity media—spanning images, video, spatial 3D, and audio—has exposed a glaring bottleneck in the modern tech stack: infrastr [...]
Meta buys tens of millions of AWS Graviton 5 processor cores from Amazon
Meta is purchasing tens of millions of AWS Graviton 5 processor cores from Amazon, making it one of the largest Graviton customers in the world.<br /> The article Meta buys tens of millions of A [...]
AI agents keep giving confident wrong answers. The context layer is enterprise AI's next production problem.
Enterprise AI agents have a new production failure mode, and it is not the model. As enterprises move from single-layer RAG to hybrid retrieval architectures, the same underlying data produces differe [...]
AWS enters the context layer race with a graph that learns from agents, not manual curation
Building a context layer between enterprise data stores and AI agents is bespoke work, with no standard service to automate or maintain the graphs over time. Amazon is making a direct play to change t [...]
Snowflake builds new intelligence that goes beyond RAG to query and aggregate thousands of documents at once
Enterprise AI has a data problem. Despite billions in investment and increasingly capable language models, most organizations still can't answer basic analytical questions about their document re [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
Perplexity takes its ‘Computer’ AI agent into the enterprise, taking aim at Microsoft and Salesforce
Perplexity, the AI-powered search company valued at $20 billion, announced on Wednesday at its inaugural Ask 2026 developer conference that its multi-model AI agent, Computer, is now available to ente [...]