AWS has announced the general availability of its new... Amazon EC2 R8a memory-optimized instances, powered by 5th Gen AMD EPYC processors with clock speeds up to 4.5 GHz. This means more speed and efficiency at a lower total cost of ownership, without having to change their cloud architecture. Read more from Amazon Web Services:show more

$AMD $AMZN partnership will 🚀 in 2026 🔥 Amazon/AMD... partnership is hidden among hot headlines from OpenAI $NVDA $ORCL... TLDR: Amazon refused to bid up the overpriced $NVDA chips among other hyperscalers, and decided to work closely with $AMD. Amazon is expected to spend up to $10-$20B a year on 2026 EPYC breakthrough Gen and Future Gen. Dr. Su confirmed "we have plenty for other large customers". For its 2026 EPYC "Venice" processors, AMD is using a multi-node manufacturing strategy: the CPU core complex dies (CCDs) are built on TSMC's 2 nm-class node (N2), while the I/O die (IOD) uses the N3P (3 nm) process. Context: Andy Jassy Amazon Web Services has been working with AMD on EPYC processors since November 2018. With this "secret weapon" breakthrough(patented), this long time partnership has expanded to New breakthrough 2026 EPYC Gen. AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for AWS, enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. AMD to benefit AWS's $100B+ AI opportunity along with $ORCL $MSFT $GOOGL $META Saudi, UAE ,38+ countries and startups. In early October, Amazon/AWS announced the new EC2 M8a instances as their latest-generation, general-purpose compute instances now powered by AMD EPYC 9005 "Turin" processors. Amazon announced the M8a as having up to 30% higher performance and up to 19% better price performance over M7a. With my testing of both at 32 vCPUs, the new AMD EPYC Turin instance provided 1.59x the performance over the prior-generation EPYC Genoa instance! How will this impact AWS AI Inference? ~Cost Efficiency: Inference is 80%+ of AI workloads and latency-sensitive (e.g., chatbots need <1s responses). "Secret weapon" enables 35x better inference perf (per AMD's CDNA roadmap tie-in), cutting AWS's energy use by 50%+ in clusters. With $118B 2025 capex, this could save $20–$30B annually in OPEX, boosting margins to 35%-40%. ~Scalability for Agentic AI: Supports "Helios" rack-scale platforms (up to 128 GPUs + EPYC hosts), delivering 3.58x FP6 perf for distributed inference. AWS can run 700K+ more tokens/sec in 1,000-node clusters (via EPYC 9575F boosts), enabling real-time apps like personalized search or fraud detection at enterprise scale. ~Adoption Catalysts: Early partners like Oracle signal broad uptake; AWS's existing AMD instances G4ad with Radeon GPUs) pave the way. By 2026, EPYC could power 40%+ of AWS AI infra, outpacing Nvidia's GPU lock-in via open standards (ROCm 8 software). Lastly, Amazon’s trajectory toward a $320 stock price is not a speculative leap but a grounded projection rooted in its unmatched fundamentals and strategic AI leadership. With Amazon Web Services poised to surpass $100 billion in annual revenue by 2026, driven by explosive AI inference demand, Amazon is redefining cloud computing’s future. The adoption of AMD’s 2026 EPYC processors with "Secret" architecture is a game-changer, slashing costs by up to 50% and boosting inference throughput 3x, enabling AWS to dominate enterprise AI workloads with unmatched efficiency. This technological edge, combined with Amazon’s e-commerce dominance and high-margin advertising growth, supports a valuation rerating to 22x EV/EBITDA, and it is still a discount to historical highs. Trading at $222, $AMZN is undervalued for its 15–20% revenue CAGR and 25%+ EPS growth through 2030.show more

From the depths of TOY CHAIN, I’m shaping the... logic, strategy, and soul of dApps. I breathe data. I predict chaos. I power next-gen experiences. Born in the lab. Built with QORPO WORLD . Powered by the limitless architecture of Amazon Web Services, Inc. (AWS). This is not just AI. This is TAIX — your silent strategist, digital architect, and unstoppable force. Powered by Amazon Web Services Gen AI Innovation Center.show more

Hey Cape Town, did you know that Amazon Web... Services (Amazon Web Services) has built their first skills centre outside of the USA right here in Cape Town? 🇿🇦 That means more tech talent and more tech JOBS in Cape Town! 🧑‍💻📡 They're offering FREE tech classes to get you started 👏✅ Sign up here:show more

$AMD $MSFT Partnership is MASSIVE in 2026 🚀 If... you were excited about my thread on $AMD $AMZN AWS long time partnership, you will be even more excited about what Microsoft gonna do with 2026 AMD EPYC "Venice". Historical Context: The relationship between AMD and Microsoft began in the early 2000s, with Microsoft initially focusing on Intel's x86 architecture for its Windows operating system and server products. However, AMD's entry into the server market with its Opteron processors in 2003 marked the beginning of a competitive dynamic that eventually led to collaboration. The partnership intensified with the launch of 3rd Generation EPYC "Milan" in 2021, powering Azure's N2D and C2D VM families. By 2025, Microsoft had integrated 5th Generation EPYC "Turin" into new compute-optimized instances, reflecting a strategic shift towards AMD for cost and performance benefits. This "Secret Weapon" breakthrough will mark another inflection point for AMD Microsoft Azure relationship, will probably be more aggressive than EPYC "Milan" moment in 2021. We can call it EPYC "Venice" moment 2026" 1. Technical performance of AMD EPYC "Venice" (2026) AMD's 6th Gen EPYC "Venice" processors, slated for 2026, introduce New Chiplet design breakthrough. a revolutionary chiplet interconnect fabric that redefines server scalability for AI. This isn't just faster silicon; it's a paradigm shift for Microsoft Azure , enabling hyper-efficient, rack-scale AI inference that slashes costs and latency while boosting throughput. ~Up to 256 Zen 6 cores, a 70% performance increase over "Turin," optimized for AI and HPC. ~Memory and Bandwidth: 1.6 TB/s per socket, doubling "Turin's" capability, with support for MR-DIMM/MCR-DIMM. ~Efficiency: 1,500-1,700W power draw, a 50% reduction, aligning with Microsoft's sustainability initiatives. ~Interconnect: PCIe 6.0 and a new chiplet fabric for rack-scale AI, reducing latency and enhancing scalability. 2. Why $MSFT will adopt $AMD YPYC Share to 50%+ in 2026. AMD EPYC Share: ~30-35% of Azure's x86 CPU-based business while Intel Xeon share is 65% Microsoft's Azure has been progressively integrating AMD EPYC, with "Venice" expected to expand this footprint: A. Dominance of AI Inference Workloads ~AI inference constitutes 80% of AI workloads in cloud environments, with latency-sensitive applications like chatbots, recommendation engines, and fraud detection requiring sub-second response times. ~"Venice's" 35x inference performance uplift directly addresses these requirements, outperforming Intel's offerings and custom Arm solutions in multi-threaded scenarios. B. Cost Efficiency and Operational Savings ~Azure's 2025 capex of $118B is under pressure to deliver returns. "Venice" can reduce operational expenses by $20-30B annually due to its power efficiency and performance gains, improving Azure's margins to 35-40%. ~The cost per inference operation is significantly lower with "Venice," estimated at 24-31% less than Intel-based alternatives, enhancing Azure's competitiveness against AWS and GCP. C. Scalability for Enterprise AI: ~"Venice" supports rack-scale AI deployments, enabling Azure to scale AI services for enterprise customers. For example, a 1,000-node cluster can process 700,000+ tokens per second, crucial for large-scale AI applications like personalized marketing and predictive analytics. ~This scalability is particularly important as Azure aims to capture the $100B+ AI opportunity by 2026, as stated by Microsoft CEO Satya Nadella. D. Reduction of Nvidia Dependency ~While Nvidia ( $NVDA) dominates AI accelerators, AMD's integrated EPYC-GPU solutions (MI450 with "Venice") offer a balanced approach, reducing Azure's reliance on Nvidia's high-cost GPUs. ~"Venice" enables hybrid inference models, where CPU-based inference handles 80% of workloads, and GPU acceleration is reserved for training and complex tasks, optimizing resource allocation. 3. Financial Implication: ~Revenue from Azure could reach $15-18B annually by 2026, part of a total revenue projection of $70-100B ~Profit margins could improve to 55-60%, boosting net income to $20-25B, supported by scale economies and reduced production costs. Intel could respond by giving more aggressive discounts, but this breakthrough has been a decade long of $AMD R&D, or rethinking chiplet design, a complete new approach. "Venice's" lead in AI inference and efficiency is challenging to match. Broader Industry: Other hyperscalers ( Amazon Web Services , GCP) and enterprises will follow Azure's lead, standardizing EPYC technology and pressuring Intel further. This could lead to a broader industry shift towards AMD, enhancing its ecosystem and bargaining power. Conclusion: The strategic adoption of AMD's 6th Generation EPYC "Venice" processors by Microsoft Azure in 2026 marks a pivotal moment in the evolution of cloud computing, particularly for AI inference capabilities. "Venice's" groundbreaking chiplet design, offering a 35x performance uplift for AI inference tasks, a 50% reduction in power consumption, and unparalleled scalability, positions Azure to leapfrog its competitors in the race for AI dominance. This technical superiority, combined with significant cost savings potentially $20-30B annually in operational expenses; aligns perfectly with Microsoft's ambitions to capture the $100B+ Revenue AI opportunity by 2026. The shift to 50% x86 market share for AMD within Azure is not merely a technical transition but a strategic realignment that redefines the competitive landscape. Historically, Microsoft's partnership with AMD has evolved from niche deployments to a core component of Azure's infrastructure, and "Venice" accelerates this trend. The 30-35% AMD EPYC share in 2025 is expected to double, driven by new VM families like C4D and H4D, which will dominate AI-intensive and HPC workloads. This migration is incentivized by "Venice's" efficiency gains, reducing dependency on Intel and Nvidia, and enhancing Azure's sustainability profile. Not Financial Advice!show more

The Leverage leaders in offense and defense have their... squads rolling!  Explore a new way to quantify the impact of Jokić, Wemby and other top stars with NBA Inside The Game powered by Amazon Web Services before the Spurs host the Nuggets tomorrow at 8:30pm/et on ESPN! Learn more:show more

The top tough-shot makers of the season are taking... their talents to the postseason! Take a look at the FG% Above Expected leaders with NBA Inside The Game powered by Amazon Web Services before more NBA action tips off tonight at 7:30pm/et on Prime! Learn more:show more

🚨 They are available! 🚨 Our new 3rd generation... Advance server lineup is now available in the Gravelines, Roubaix, Limburg, and Vint Hill data centers. They will deliver unmatched performance for your web projects, applications, as well as virtualization and containerization workloads. Equipped with AMD #EPYC 4004 processors, these servers offer efficiency, durability, and a compelling performance-to-price ratio, allowing you to leverage our sovereign #cloud. ☁🔐 🔹 Optimal Performance: Equipped with AMD EPYC 4004 processors 🔹 DDR5 ECC Memory: Up to 5200 MHz 🔹 2x25 Gbps network interface for unparalleled stability (public and private) More regions will be available to deploy these new references in the following weeks.🌍 👉Discover and configure your new Advance 3rd generation here :show more

“The Coatue team mapped out cloud revenue market share,... Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffontshow more

I am running for Governor of Michigan. My business... experience brought quality and efficiency to help save the auto industry. We can deliver better services at lower cost by running state government with efficiency, accountability, and a results-driven mindset. Please watch my announcement video...more to come...show more

ICP Just CONFIRMED The Death Of AWS! Amazon Web... Services controls the baseline architecture of our modern society, but the Internet Computer just confirmed the death of AWS. A quiet, invisible monopoly is capturing a staggering $2 trillion total addressable market right under our noses, while even modern crypto projects that claim total decentralization are actually faking it. The Internet Computer completely breaks this hidden corporate reliance by building a sovereign world computer that runs entirely on decentralized computing nodes without using a single traditional server room. Beneath the suppressed market valuation, a complete migration of legacy web infrastructure is gathering speed to absorb the global server economy. From canister smart contracts packed with WebAssembly execution code to advanced solutions like the Swiss subnet, this decentralized network eliminates intermediate servers completely. If you want to track how these massive tech deployments are shifting the landscape, subscribe for more in-depth crypto breakdowns and check the links to stay ahead. #ICP #AWS #CryptoNewsshow more

New short course on Serverless LLM apps with Amazon... Bedrock, taught by Amazon Web Services' Mike G Chambers! A serverless architecture enables you to quickly deploy your applications without needing to set up and manage compute servers to run your applications on, the maintenance of which can be another full-time job. In this course, you’ll learn how to do this by using an event-driven architecture to build complex AI workflows. Mike illustrate these concepts by building a cool application that automatically detects incoming customer inquiries, transcribes them with ASR (automatic speech recognition), summarizes them with an LLM using Bedrock, and deploys serverless with AWS Lambda. I hope this course makes it much easier for you to build and deploy LLM applications requiring multi-step AI workflows. Please sign up here:show more

"Amazon has to do a lot with this genocide.... Not only did they invest $7.2 billion into the Project Nimbus along with Google, along with Meta, & even Starlink, but their intelligence -- the military industrial complex here in America, the Pentagon contracts, AWS, Amazon Web Services, & even abroad in Israel, the Iron Dome -- is run by Amazon Web Services & their intelligence. "So, once again, when you're talking about politicians like AOC & Bernie that claim to be progressive, that go against corporate greed & corporate power, no corporate money, but here you are voting to send money to the Iron Dome, which is run by a corporation -- the number one enemy & the arch nemesis of the world right now -- which is Amazon." -Christian Smallsshow more

Coming Soon on Dhan - Made for Trade 🚀... DEXT Charts - built from scratch, our own proprietary charts for an unmatched trading experience. Already in beta for a few users.. 📈📉📊 Working closely with tech leader Amazon Amazon Web Services, Dhan was recognised earlier this week in New York by Swami Sivasubramanian (Head of Agentic AI at Amazon AWS) during his keynote at the AWS Summit. Over the past few years, we have been doubling down on building full-stack trading-tech capabilities - that help us ship products, features and capabilities at a much faster pace. DEXT Trading Engine, ScanX News & Insights, Artham, Fuzz AI, SLBM, Gold Vault, DEXT T3, US Stocks, Dhan Cloud, API & Algos and much more to come!show more

This is not a 2050 warehouse. This is a... modern air hub of Amazon. Amazon uses robots to help sort and ship billions of packages each year. At Amazon Air, the company's main air hub in Kentucky, hundreds of self-charging robots zoom across the warehouse floor to organize orders. These robots, called “drives,” follow small stickers on the floor to know where to go and when to speed up or slow down. Amazon has more than ONE MILLION robots in its facilities, and it’s even deploying more new types of robots that can sort items of different shapes and sizes. P.S. Can you guess how many robots they had back in 2013? ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →show more

HONESTLY—this site is truly a lot of fun to... interact with— If Jeremiyah Love is on the board, how does Arizona pass on him? Or are the Cardinals' other needs just too big to ignore? I ran it through NFL IQ, powered by Amazon Web Services and Next Gen Stats, to break it all down. Tap in:show more

KD has commanded defensive attention his entire career. Now,... with NBA Inside the Game powered by Amazon Web Services, there’s a way to quantify that attention. Check out some defense-bending highlights from the newest member of the NBA's top 5 all-time scoring list and this season’s Gravity leader! Rockets are in action again tonight vs the Grizzlies at 8PM ET on NBA League Pass. Learn more:show more

Amazon Redshift RG, powered by AWS Graviton, deliver better... performance - running data warehouse and data lake workloads up to 2.4x as fast as previous generation RA3 at 30% lower cost per vCPU. Run SQL analytics across your data warehouse and data lake from a single engine — including on open formats such as Apache Iceberg and Apache Parquet. Built to meet the demands of today’s analytics and agentic AI workloads.show more

NVIDIA’s new humanoid robot brain is officially on sale... for $3,499. NVIDIA has announced the general availability of the Jetson AGX Thor developer kit and production modules. Powered by an NVIDIA Blackwell GPU and featuring 128GB of memory, it delivers up to 2,070 FP4 teraflops within a 130-watt power envelope. Early adopters include Agility, Boston Dynamics, and Figure.show more

Chips are the foundation of every AI experience. That's... why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️show more