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#Amazon

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Qualcomm and Amazon sign $60B AI chip deal

Qualcomm and Amazon have signed a deal for up to $60 billion in AI chips, solidifying Qualcomm's position in the data center market. Meanwhile, an analysis of US job postings finds that salaries in occupations most exposed to AI are growing more quickly than in other roles.

AWS and NVIDIA expand GPU partnership for 3 million units

Hyperscalers are pouring trillions into AI infrastructure, underscored by a massive new AWS and NVIDIA partnership to deploy millions of GPUs. Meanwhile, the EU AI Act's new enforcement powers are becoming applicable, creating significant compliance hurdles for the entire industry.

OpenAI, xAI, Meta cut AI model prices by 80%

A fierce price war erupted as major labs launched powerful new AI models at a fraction of legacy costs. Meanwhile, tech giants signaled their long-term commitment with plans for a staggering $725 billion in infrastructure spending for 2026.

OpenAI launches GPT-5.6, xAI releases Grok 4.5 models

OpenAI's public release of its GPT-5.6 model family marks a significant acceleration in the AI arms race, with new agentic and voice capabilities set to drive adoption. Meanwhile, the staggering scale of infrastructure investment faces growing challenges, as a new report reveals nearly 90% of firms deploying AI agents have suffered security breaches.

US Commerce suspends Anthropic Fable 5, Mythos 5 models

Vast capital commitments defined the week, as hyperscalers projected a staggering $3 trillion investment in AI infrastructure over the next three years. Meanwhile, a U.S. government directive suspending advanced models from Anthropic underscored the growing geopolitical tensions surrounding AI development.

OpenAI, Microsoft overhaul AI deal, end exclusivity

OpenAI broke free from Microsoft's cloud and dropped GPT-5.5 in the same week, while Google and Amazon raced to write the biggest cheques Anthropic has ever seen. The walls between the AI giants are coming down — what's left is a fight over distribution.

Amazon commits $25B to Anthropic, total now $33B

Google bet the enterprise on agents while DeepSeek dropped a new open-source flagship on the same morning. Meanwhile, the capital flowing into frontier AI reached numbers that make last year's mega-rounds look modest.

Meta, Microsoft, Amazon drive $242B AI infrastructure deals

242 billion dollars flowed into AI in a single quarter, and the week showed exactly where it's all going.