Nvidia & Amazon — Amazon Web Services
69 shared events · Importance 12 · Last updated Aug 21, 2026
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Tech
Nvidia: Nvidia is a dominant chip supplier, but Anthropic's move to custom silicon could reduce its future orders, though it remains a partner.
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
Business
Nvidia: Nvidia>>> previously partnered with Corning Inc.>>> for optical fiber, investing $500 million and potentially up to $3.2 billion, highlighting the growing demand for Corning Inc.>>>'s products in AI infrastructure.
Amazon — Amazon Web Services: Amazon — Amazon Web Services>>>, as a division of Amazon (company)>>>, is directly involved in the expansion of cloud computing infrastructure that the Corning Inc.>>> deal supports, with its CEO Matt Garman commenting on the job creation.
Jun 08, 2026 · 34 articles
Business
Nvidia: Nvidia is identified as Cerebras Systems' primary competitor in the AI hardware market. While Cerebras Systems is seen as a challenger, Nvidia's market dominance is acknowledged, and the event suggests a potential shift in market focus that could impact Nvidia's long-term position.
Amazon — Amazon Web Services: Amazon — Amazon Web Services agreed to offer Cerebras Systems' Wafer-Scale Engine to cloud customers and reportedly purchased Cerebras Systems shares, further validating Cerebras Systems' technology and expanding its market reach.
Jun 08, 2026 · 12 articles
Business
Nvidia: World's most valuable company at nearly $5 trillion; benefits from AI infrastructure spending by Amazon and others.
Amazon — Amazon Web Services: The main profit engine; reported 37% revenue growth to $42.2 billion, beating estimates, and is central to Amazon's AI monetization strategy.
Jul 30, 2026 · 48 articles
Business
Nvidia: Nvidia is the most frequently bought stock by ARK Investment Management, with purchases across multiple ETFs. The company is the leading AI chip provider, and its stock has been volatile but remains near all-time highs. Ark's buying may support its valuation.
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
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 an investor in Decart AI and a major supplier of chips to AI companies. The acquisition could potentially reduce demand for its chips if Decart AI's optimization software is widely adopted, though Nvidia also benefits from the overall AI boom.
Amazon — Amazon Web Services: AWS is a key cloud provider and chip supplier to Anthropic, and Decart AI's software supports AWS Trainium chips, potentially enhancing the partnership.
Aug 13, 2026 · 20 articles
International
Nvidia: The European Union currently relies on Nvidia for AI chip design, highlighting a gap in European capabilities that the new package aims to address long-term.
Amazon — Amazon Web Services: Amazon — Amazon Web Services>>> is a dominant US cloud platform in the European market, and the European Union>>>'s new strategy aims to reduce reliance on such foreign providers, potentially impacting Amazon — Amazon Web Services>>>'s market share.
May 30, 2026 · 52 articles
Business
Nvidia: Nvidia is a founding investor and cornerstone strategic partner in BGIN Infrastructure, LLC, supporting the deployment of its DSX AI factory-aligned infrastructure. This partnership extends Nvidia's influence beyond chip sales into comprehensive AI system design and infrastructure.
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
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 GPUs are central to the AI computing deals; increased demand from SpaceX and Google benefits Nvidia.
Amazon — Amazon Web Services: AWS is Amazon's cloud division that will execute the $50 billion investment for government AI capacity.
Jul 17, 2026 · 12 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 · 42 articles
Business
Nvidia: Nvidia is mentioned as a supplier to Alphabet, but the investment may reduce Alphabet's dependence on Nvidia over time.
Amazon — Amazon Web Services: AWS is a competitor to Alphabet Inc. — Google Cloud Platform, and the investment may intensify competition in cloud services.
Jul 08, 2026 · 33 articles
Business
Nvidia: Nvidia>>> is mentioned as a market leader in deep ecosystem partnerships with TrendAI, indicating its role in the broader AI landscape that TrendAI aims to secure.
Amazon — Amazon Web Services: Amazon — Amazon Web Services>>> is a key partner supporting the TrendAI Inception Program, contributing to the broader AI startup ecosystem and benefiting from increased secure AI deployments on its platform.
Jun 01, 2026 · 12 articles
Business
Nvidia: Nvidia is mentioned as a technology partner in the industry, but this event does not directly impact it.
Amazon — Amazon Web Services: AWS secures a major pharmaceutical client as its preferred cloud and AI partner, expanding its footprint in the life sciences industry and validating its AI services.
Aug 10, 2026 · 7 articles
Business
Nvidia: Nvidia participates in OpenFold as a supporting member, contributing to the consortium's technological foundation and expanding its reach in the AI and drug discovery sectors.
Amazon — Amazon Web Services: Amazon — Amazon Web Services participates in OpenFold as a supporting member, contributing to the consortium's technological foundation and expanding its reach in the AI and drug discovery sectors.
Jun 10, 2026 · 9 articles
Tech
Nvidia: Nvidia is a technology partner through its Nvidia Connect program, providing AI infrastructure that supports RedCloud's model development.
Amazon — Amazon Web Services: AWS is a technology partner providing cloud infrastructure for RedCloud's AI models, benefiting from increased usage and partnership visibility.
Jun 30, 2026 · 6 articles
Business
Nvidia: Nvidia is a key semiconductor investment for Temasek, directly benefiting from AI growth.
Amazon — Amazon Web Services: AWS is a cloud service provider investment for Temasek, benefiting from AI cloud demand.
Jul 08, 2026 · 12 articles
Domestic
Nvidia: Potential investor in AI infrastructure; benefits from secure supply chains.
Amazon — Amazon Web Services: Potential investor in AI infrastructure; benefits from secure supply chains.
Jul 31, 2026 · 6 articles
Business
Nvidia: Nvidia's GPUs are critical for AI compute; the deal underscores demand for its chips. Nvidia benefits from the AI infrastructure buildout.
Amazon — Amazon Web Services: AWS faces potential competition from Meta's cloud entry, but the deal is early and Meta's cloud business is nascent.
Jul 17, 2026 · 30 articles
Business
Nvidia: Nvidia GPUs are part of Anthropic's diversified mix of AI hardware used to train and operate Claude, indicating its role as a supplier in the AI ecosystem.
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
Tech
Nvidia: Nvidia>>> was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
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
Business
Nvidia: Nvidia is part of the Lightwell ecosystem, contributing to security fix distribution.
Amazon — Amazon Web Services: AWS collaborates with IBM and OpenShift on Lightwell, integrating fixes into its cloud environment.
Aug 04, 2026 · 8 articles
Tech
Nvidia: Nvidia's collaboration supports AI infrastructure for Glob.AI, benefiting from increased AI adoption.
Amazon — Amazon Web Services: AWS partnership provides cloud infrastructure and AI services for Glob.AI, benefiting from increased enterprise adoption.
Aug 06, 2026 · 6 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
Business
Nvidia: Nvidia is a partner providing AI hardware and platforms.
Amazon — Amazon Web Services: AWS is a partner providing cloud infrastructure for the Frontier workforce.
Jul 09, 2026 · 8 articles
Regulatory
Nvidia: NVIDIA AI infrastructure powers the TESSA system's real-time video overlay.
Amazon — Amazon Web Services: AWS provides cloud infrastructure for the TESSA system's deep-learning algorithms.
Jul 29, 2026 · 7 articles
Regulatory
Nvidia: Nvidia is a partner in Alphabet Inc.'s watermarking initiative. Anthropic's move may influence hardware/software integration for AI provenance.
Amazon — Amazon Web Services: AWS is a cloud partner for Claude, meaning the watermarking applies to its offerings, but it has no direct role in the regulatory change.
Aug 10, 2026 · 70 articles
Business
Nvidia: Nvidia's existing partnership with Zapata is referenced, but this event does not directly affect Nvidia.
Amazon — Amazon Web Services: AWS is mentioned as the cloud platform for QuEra's future system, but no direct impact.
Aug 12, 2026 · 6 articles
Tech
Nvidia: Galgotias University's high-performance computing ecosystem is powered by Nvidia DGX H200, giving students access to advanced technology platforms.
Amazon — Amazon Web Services: Amazon — Amazon Web Services sponsored the AWS Championship Prize at EDVentures 2026, which was awarded to Project TACTO, demonstrating its support for innovation in education technology.
May 23, 2026 · 19 articles
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