Amazon
7 briefs
Amazon Fires 30,000. Then Announces 11,000 New Hires. The CEO Says AI Isn't Replacing Anyone.
The numbers don't add up on purpose: Amazon is running two contradictory stories simultaneously because each one serves a different audience.
Big Tech Earns More, Spends More on AI. Meta Investors Revolt.
Alphabet's 63% cloud growth and 30% profit surge contrast sharply with Meta's share drop after raising AI capex to $145 billion with no clear payoff plan.
OpenAI and Microsoft End Exclusivity: The Most Consequential Divorce in Tech Has No Villain
Microsoft loses its exclusive lock on OpenAI's models. OpenAI caps what it owes Microsoft in revenue share. Both companies call it a win. One of them is lying to itself.
Meta Bets Billions on AWS Chips While Cutting 8,000 Jobs
The agentic AI era needs CPUs more than GPUs, and that changes who controls the infrastructure of artificial intelligence.
Trump Tells Companies to Waive Their Court-Ordered Refunds
The Supreme Court struck down his tariffs as unconstitutional. The refund portal is open. Trump is now pressuring companies to not use it, promising to 'remember' those who comply.
Anthropic Is Paying Amazon $100 Billion to Not Run Out of Computers
The $5 billion headline understates what actually happened: Anthropic has pledged its entire infrastructure future to AWS for a decade in exchange for being allowed to keep growing.
The Company That Beat OpenAI Is Now Afraid of Nvidia
Anthropic just surpassed OpenAI in revenue and valuation. Its next problem is that both companies depend on a chip supply they do not control.