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Broadcom & Amazon — Amazon Web Services

10 shared events · Importance 4 · Last updated Jun 29, 2026

Importance
4
Shared Events
10
Actions
0
Sentiment
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55
Tech
Broadcom: Broadcom partnered with OpenAI on its Jalapeño chip, and may see increased demand for custom AI chip development.
Amazon — Amazon Web Services: AWS remains a key hardware partner, providing Trainium chips, and may see continued demand despite Anthropic's custom chip initiative.
Aug 05, 2026 · 20 articles
49
Business
Broadcom: Broadcom is a semiconductor company that ARK Investment Management added to, despite a recent pullback. Its AI business is growing, and the purchase reflects confidence in its future earnings.
Amazon — Amazon Web Services: Amazon — Amazon Web Services is a key growth driver for Amazon (company), with strong revenue growth. Its performance is central to Amazon (company)'s investment appeal.
Aug 04, 2026 · 6 articles
40
Business
Broadcom: Broadcom has partnered with Anthropic for access to five gigawatts of next-generation TPU capacity, supporting Anthropic's compute infrastructure expansion.
Amazon — Amazon Web Services: Amazon — Amazon Web Services is Anthropic's primary cloud provider and training partner, and Claude is available on its platform, facilitating enterprise adoption.
May 28, 2026 · 88 articles
22
Business
Broadcom: Broadcom is mentioned as a company that, like Nvidia, breaks down silicon wafers into graphics cards and custom AI processors, contrasting with Cerebras Systems' approach.
Amazon — Amazon Web Services: Amazon — Amazon Web Services, the world's largest cloud services provider, is integrating Cerebras Systems' Wafer-Scale Engine, which could be a key growth driver for Cerebras. This entity is a subsidiary of Amazon (company).
Jun 18, 2026 · 8 articles
20
Tech
Broadcom: Broadcom was an early partner in Claude (language model), using Claude (AI model) to identify security flaws.
Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) was an early partner in Claude (language model), using Claude (AI model) to find vulnerabilities.
May 19, 2026 · 83 articles
14
Business
Broadcom: Broadcom's custom chips are being used in the $35 billion AI capacity expansion for Anthropic, financed by Apollo and Blackstone.
Amazon — Amazon Web Services: Adam Selipsky, the CEO of BGIN Infrastructure, LLC, previously served as the CEO of Amazon — Amazon Web Services, where he doubled sales and operating profit.
Mar 09, 2018 · 22 articles
0
Business
May 05, 2026 · 6 articles
0
Tech
Apr 07, 2026 · 40 articles
0
Business
Apr 26, 2026 · 6 articles
0
Business
Apr 20, 2026 · 19 articles
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