6 articles
Jeff Bezos' stealth AI initiative Project Prometheus has quietly acquired agentic computing startup General Agents after raising over $6 billion and expanding to more than 100 employees.
New WSJ commentary highlights how rapid AI investment is weakening Big Tech balance sheets. S&P Capital IQ and FactSet charts show falling cash ratios and rising capital expenditures at Amazon, Microsoft and Alphabet.
Third-quarter earnings filings indicate that Amazon and Google together hold nearly 17% of Anthropic, exposing the depth of Big Tech's financial commitment to one of the fastest-growing AI companies globally.
Amazon's Trainium2 AI chips have reached multibillion-dollar business status, growing 150% quarter over quarter as demand far exceeds supply. With nearly 500,000 chips deployed and another million expected by year-end, AWS is transforming into one of the world's largest AI infrastructure providers.
Reports show Anthropic spent roughly $2.66 billion on AWS in 2025—matching its total revenue—sparking discussion about AI profitability and whether new tax policies are needed.
Analysis shows Amazon dominating the hyperscale data center market while Microsoft scrambles to catch up in the accelerating AI infrastructure race.
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Usman Salis
Peter Smith
Eseandre Mordi
Saad Ullah
