Amazon’s cloud surge is fueling a new capital-spending push

Amazon’s cloud engine is gaining momentum, and the company is spending heavily to keep up with infrastructure demand.
OpenAI Brings Models, Codex, and Managed Agents to AWS

OpenAI is expanding onto AWS with access to its models, Codex, and Managed Agents, giving developers and enterprises another major cloud path for building AI products.
Meta’s latest AI chip move points straight at Amazon

Meta’s reported deal for millions of Amazon AI CPUs is the latest reminder that the AI infrastructure race is getting wider, messier, and far less predictable.