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DARK SECRETS: 2 | Vintage Vibes

Microsoft, AWS deploy engineer armies to help crack AI

AWS and Microsoft want to embed thousands of their own engineers at client companies to help them capitalize on artificial intelligence, which has yet to prove its profitability in the business world. Microsoft and AWS, both of which supply servers and software to a myriad of businesses worldwide, are betting…

The Economic Times

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Meta reportedly wants to start a cloud computing business to compete with AWS, Azure and others

Facebook's parent company could be launching a new Meta Compute business to sell excess capacity to other hyperscalers and startups.

Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?

Meta’s cloud compute dreams: Why opt for U.S. AI data centers when Saudi Arabia has cheap oil and cheaper power?

“Data center capacity in the United States is not going to age well,” MNTN CEO Mark Douglas told Fortune. He gives it two years.

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Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.

Tom’s Hardware

Amazon reveals it used more energy than New Zealand in 2025 as its carbon footprint rises 16%

AWS has more data centers than before, hence the rise in emissions, but supply chain emissions are still a major problem.

Cathie Wood Bets Big on Cerebras and Palantir Stocks After Sharp Pullback

Despite recent pullbacks, Palantir and Cerebras continue to post impressive growth.

The 'Gemini 5' Stress Test: Why the Market Is Wrong About AI Chipmakers and Big Tech Stocks

The AI hardware boom is a cyclical bubble. Soon, AI models will optimize and slim down, crashing chipmaker stocks and unlocking massive free cash flow for undervalued Big Tech companies.

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Dear Amazon Stock Fans, Mark Your Calendars for July 2

Dear Amazon Stock Fans, Mark Your Calendars for July 2

Amazon is rolling out a July 2 Prime fuel and grocery deal. Here is why AMZN stock investors should treat it as more than a holiday promo.

Amazon is spending billions on deploying engineers into customers looking to get started with AI

Amazon is spending billions on deploying engineers into customers looking to get started with AI

AWS' Forward Deployed Engineers will reside inside customer organizations to build and implement AI tools at scale.

Saints & Masters expands multi-cloud play with Xencia acquisition

Saints & Masters expands multi-cloud play with Xencia acquisition

The deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March. The combined entity now has a post-money valuation of Rs 300 crore.

The Economic Times

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.

Amazon's AWS commits $1 billion toward new unit for embedded AI engineers

Amazon's AWS commits $1 billion toward new unit for embedded AI engineers

The company is committing an initial $1 billion to the initiative with the goal of sending five to six pods of engineers to customers for ‌45-day periods, said ⁠Francessca Vasquez, ⁠AWS vice president of frontier AI engineering and services.

The Economic Times

AWS CEO says replacing young employees with AI is 'one of the dumbest ideas'—and bad for business: 'At some point the whole thing explodes on itself'

AWS CEO says replacing young employees with AI is 'one of the dumbest ideas'—and bad for business: 'At some point the whole thing explodes on itself'

Amazon laid off 14,000 employees last fall, but CEO Andy Jassy denied the reductions were related to AI.

Amazon Stock Fans Can Thank Gen AI for a Successful Prime Day, New Data Shows

Amazon Stock Fans Can Thank Gen AI for a Successful Prime Day, New Data Shows

Amazon records stronger Prime Day momentum as generative AI lifts shopper activity, driving $8.3 billion in day one spending.

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NAIC confirms data breach with ShinyHunters claiming 3.1TB of data stolen in Oracle zero-day attack

Insurer regulatory filing documents, customer bulk orders, and more, stolen in a major zero-day supply chain attack

Cerebras Systems, Inc: The Next Rags-to-Riches AI Story?

Cerebras is on track to dominate in the inference industy but there are some hurdles to overcome: Analysts are optimistic and see value for investors.

The Economic Times

EU targets Amazon, Microsoft cloud units for Big Tech 'gatekeeper' rules

EU antitrust regulators are eyeing Amazon and Microsoft's cloud services, AWS and Azure, as potential 'gatekeepers' under new tech rules. This move, following a seven-month probe, could impose strict obligations on these giants, impacting their market power and fostering fairer competition. The expansion into cloud infrastructure, crucial for AI, aims…

Bill Ackman, David Tepper, and other billionaire fund managers are quietly piling into Amazon

Even as Warren Buffett’s Berkshire Hathaway exited the stock, big institutions bought 253 million more shares of Amazon during the past 12 months.

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Amazon Stock Has Stumbled in 2026. Prime Day Could Change the Story.

Amazon heads into Prime Day facing investor concerns over AI spending, with the shopping event set to provide a key test of consumer demand and AI-driven sales tools

AWS pipped AMD and Intel to the first CPU supporting PCIe 6.0, and you can now finally rent it by the hour (but don't expect any miracles)

AWS has launched Graviton5 with PCIe 6.0 support, although supporting hardware capable of exploiting it remains scarce.

Why Prime Day Is Lifting Amazon Stock Amid a Brutal Tech Sector Sell-Off

Prime Day is lifting Amazon’s stock, while the tech sector faces a rout.

Broadcom and OpenAI debut Jalapeño Intelligence Processor, plot an Apple-like move to 'build the full stack'

The AI arms race just got a little bit spicier as Broadcom and OpenAI target Nvidia.

‘Wipe out and change are different': Amazon exec slams AI job apocalypse fears as he hires thousands of Gen Z grads

Matt Garman, CEO of Amazon Web Services, is rejecting predictions of an entry-level job bloodbath, as he hires thousands of Gen Z talent.

Amazon Is Navigating a $200B Spending Cycle — AMZN Stock Is Still a Buy Now

Amazon remains well-positioned to capitalize on the long-term growth opportunities in cloud computing, AI, and digital advertising.

Wedbush Gives a Thumbs Up to Cerebras Ahead of Its First Quarterly Earnings. What This Means for CBRS Stock Investors.

The firm maintained its "Outperform" rating on CBRS stock.

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