AWS Matt Garman on working with President Trump, new Luma Ray2 AI model in Amazon Bedrock and $8 billion cloud infrastructure investment.

Cloud giant explains its thinking behind support for Apache open table format AWS bet on the Apache Iceberg open table format (OTF) across its analytics, machine learning, and storage stack as a concerted response to demand from customers already using its popular S3 object storage.

UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, indicates a modest improvement in cloud infrastructure spending.

The cash infusion comes on top of the $2 billion that Google has already provided to the artificial intelligence developer. Separately, Anthropic is said to be raising $2 billion from a group of institutional investors led by Lightspeed Venture Partners. The latter deal is expected to value the company at $60 billion.

Following its tender win, AWS leased three large data centers in Shoham, Tnuvot in Sharon and in the Har-Tov industrial zone near Beit Shemesh, and launched its Israel service area in August 2023. AWS recently began a due diligence process to locate additional sites for the construction of new facilities,

Amazon has reported a very high operating margin in AWS for the last three quarters, which has helped boost the overall operating income and EPS. Read more here.

AWS is investing $11 billion in Georgia to build new data centres, creating over 550 jobs and boosting the state’s economy.

The city of Querétaro, where AWS Mexico is located, has become the investment epicenter. Google launched a cloud data center in Querétaro in December, while Microsoft spun up a server farm in ...

Amazon's Q4 is poised to benefit from strong AWS growth in generative AI and robust holiday sales, but capacity constraints and proprietary tools create long-term risks. Read more here.

Wall Street analysts are optimistic about Amazon's earnings season. Needham analyst reiterates Buy rating & $250 target, while BofA maintains Buy with $255 target. Former employees share insights on Amazon's culture & CEO Jassy's leadership.

A threat actor is leveraging AWS’s own encryption against victim firms with no way out except paying for decryption keys, says report.

A new ransomware campaign encrypts Amazon S3 buckets using AWS's Server-Side Encryption with Customer Provided Keys (SSE-C) known only to the threat actor, demanding ransoms to receive the decryption key.