Nvidia & Amazon — Amazon Web Services
33 shared events · Importance 22 · Last updated Jul 04, 2026
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Business
Nvidia: Nvidia is a market leader in GPUs for AI workloads, and Cerebras Systems aims to compete with its technology. Nvidia's performance is used as a benchmark for Cerebras Systems' potential.
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
Business
Nvidia: Nvidia is referenced as a provider of costly AI chips, which Amazon (company) and other tech companies are seeking to reduce dependence on by developing their own custom processors.
Amazon — Amazon Web Services: Amazon — Amazon Web Services' AI services are generating over $15 billion in annualized revenue, representing a significant portion of its overall revenue run rate and positioning it as a leader in AI infrastructure.
Apr 09, 2026 · 7 articles
Business
Nvidia: Nvidia's Vera Rubin chips are part of the large-scale deployments in Meta Platforms' deal with Nebius Group, underscoring the critical role of advanced hardware in the AI infrastructure Meta is building.
Amazon — Amazon Web Services: Amazon — Amazon Web Services, a subsidiary of Amazon.com, Inc., is a major cloud provider that will face new competition from Meta Platforms' entry into the AI cloud market, potentially impacting its market share.
Apr 20, 2026 · 31 articles
Business
Nvidia: Nvidia is a major customer of SK Hynix, purchasing high-bandwidth memory chips for its AI systems. The partnership between the two companies is crucial for the development of next-generation AI infrastructure.
Amazon — Amazon Web Services: Amazon — Amazon Web Services, as a hyperscaler, is expanding its AI capital expenditure plans, contributing to the overall demand for AI infrastructure.
Apr 20, 2026 · 36 articles
Tech
Nvidia: Nvidia is mentioned as a leader in the Physical AI Fellowship program, which WI Robotics was selected for, indicating its role in advancing AI and robotics.
Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) is mentioned as a leader in the Physical AI Fellowship program, which WI Robotics was selected for, highlighting its involvement in cloud services for AI development.
Jun 29, 2026 · 6 articles
Tech
Nvidia: Nvidia GTC 2026 was the event where the Nutanix Agentic AI solution was initially announced, indicating a connection between Nutanix's AI strategy and Nvidia's ecosystem.
Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) is a partner in Nutanix's ecosystem, with Nutanix Cloud Clusters (NC2) expanding to support AWS GovCloud and AWS European Sovereign Cloud.
Apr 07, 2026 · 13 articles
Business
Nvidia: Nvidia's RTX Spark was mentioned as a competitor in the Windows on Arm PC market, which had previously impacted Qualcomm's stock.
Amazon — Amazon Web Services: Qualcomm's AI100 Ultra is available through Amazon — Amazon Web Services, which Wells Fargo cited as a driver for its price target increase.
Jun 12, 2026 · 6 articles
Tech
Nvidia: Nvidia is mentioned as a past collaborator with SK Telecom in building AI infrastructure, indicating existing partnerships in the AI sector.
Amazon — Amazon Web Services: Amazon — Amazon Web Services (AWS) is mentioned as a past collaborator with SK Group in building cloud computing infrastructure, highlighting the group's experience with major tech players.
Jul 05, 2026 · 6 articles
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