Showing posts from AMZN tag
The price war arrives just as the power bill does
Anthropic cut prices 25% hours after reporting a $65B raise, and Google bought 400 MW of geothermal to feed its own models - the commodity economics and the …
Google grabs the whole SERP, Nvidia underwrites Anthropic, and Amazon's ad business gets sued
The day's real news is Google taking over the entire search results page with AI Overviews while its cheap Gemini models quietly win routine agent workloads, …
Nvidia buys the distribution layer
Nvidia's reported $12.9B Hugging Face acquisition, a 2M-GPU Amazon expansion, and a $96B quarter with ~70% FY28 growth guidance all landed on the same day the …