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Articles tagged Amazon.

Amazon Decart Deal: Reported $7 Billion Talks, a Month After Anthropic Walked
Startups & Funding

Amazon Decart Deal: Reported $7 Billion Talks, a Month After Anthropic Walked

Amazon is in talks to acquire AI startup Decart for about $7 billion, the Wall Street Journal reported. Anthropic withdrew from a deal for the same company in September after due diligence, and Decart was valued near $4 billion in May.

Jordan Beck
Qualcomm Is Paying Amazon in Warrants to Buy Up to $60B of Its Chips
Markets & Money

Qualcomm Is Paying Amazon in Warrants to Buy Up to $60B of Its Chips

Amazon can buy up to $60 billion of Qualcomm data-center chips and optics over 10 years. Qualcomm issued it a warrant on 25 million shares at $161.26 that vests as orders and payments happen, with 3.75 million shares vested on the initial commitment.

Sam Whitaker
AWS Grew 36.7% and Amazon Raised Capex to $220B. Memory Prices Did That.
Big Tech

AWS Grew 36.7% and Amazon Raised Capex to $220B. Memory Prices Did That.

Amazon posted $200.6 billion in Q2 revenue with AWS up 36.7% to a $169 billion run rate, then raised 2026 cash capex to about $220 billion, citing higher memory costs. Management said capacity will not meet all of this year's demand.

Sam Whitaker
Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS
Big Tech

Amazon's $11.6 Billion Globalstar Buy Is a Satellite-First AWS

Amazon is buying Globalstar at $90/share, $11.57B total. The strategic logic runs through Kuiper-AWS integration and Globalstar's spectrum.

Sam Whitaker
Big Tech's Q1 Split the Magnificent Seven Down the Middle
Big Tech

Big Tech's Q1 Split the Magnificent Seven Down the Middle

Microsoft, Amazon, and Alphabet beat. Meta tumbled 8%. The dividing line was who is getting paid for the AI capex and who is still funding it.

Sam Whitaker