Data Center

AI Markets

AWS locks in 1 million Nvidia GPUs through 2027 in $50B+ bet on single supplier

Deal validates Nvidia's 80%+ AI chip dominance while exposing AWS's strategic dependency amid export controls and rising competitive threats.

7 min read ·
AI Technology

AMD Bets $150 Million on Nutanix in Data Center Infrastructure Push

Chip giant deepens hyperconverged partnership with stock investment as it challenges Intel and VMware across enterprise markets.

7 min read ·