DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
AWS Growth and Strategic Investments Justify Buy Rating for Amazon
In a report released today, Justin Post from Bank of America Securities maintained a Buy rating on Amazon (AMZN – Research Report), with a ...
Amazon’s Strategic Position and Growth Prospects Justify Buy Rating Despite AWS Challenges
Amazon (AMZN – Research Report), the Consumer Cyclical sector company, was revisited by a Wall Street analyst yesterday. Analyst Nicholas Jones ...
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UK regulators signal shake-up of cloud market, targeting AWS and Microsoft dominance
The UK’s Competition and Markets Authority has said that Microsoft in particular has “significant market power” in some areas ...
Former Amazon boss under pressure over role in competition investigation
The former Amazon executive installed as the new chairman of the competition watchdog is facing questions about whether he ...
Big Tech wants to plug data centers right into power plants. Utilities say it's not fair
Regulators are weighing whether diverting power to high-paying customers will leave enough for others, and if it's fair to allow them to avoid paying for the grid.