Amazon challenges competitors with on-premises Nvidia ‘AI Factories’
If the product name sounds familiar, it should. It’s a collab with Nvidia that combines AWS tech with the chip maker’s tech.
All the biggest news from AWS’ big tech show re:Invent 2025
Amazon Web Services giant tech conference is happening this week with news ranging from chips to AI services.
Amazon previews 3 AI agents, including ‘Kiro’ that can code on its own for days
by Julie Bort
Amazon Web Services on Tuesday announced three new AI agents it calls “Frontier agents” for coding, security, and DevOps.
AWS launches new Nova AI models and a service that gives customers more control
Amazon Web Services announced four new AI models within its Nova model family and a frontier model service.
AWS announces new capabilities for its AI agent builder
AWS is introducing new capabilities for its AI agent building platform, including memory and evaluation tools.
Amazon releases an impressive new AI chip and teases a Nvidia-friendly roadmap
by Julie Bort
AWS has been building its own AI chips – and systems – for years now. It just released its third version, known as Trainium3 with some impressive specs.
AWS re:Invent 2025: How to watch and follow along live
Amazon Web Services’ big annual event, re:Invent 2025, is getting into full swing in Las Vegas this week, and you can follow the keynotes live right here.
Data center energy demand forecasted to soar nearly 300% through 2035
by Tim De Chant
New planned data centers promise to consume even more energy than expected. Meanwhile, a grid monitor is blaming such growth for high electricity prices.
Nvidia’s $2B Synopsys bet tightens its grip on the chip-design stack
The $2 billion investment in Synopsys, which makes software and components for designing semiconductor chips, deepens their existing partnership at a time when analysts scrutinize circular AI-industry deals and warn of a potential bubble.
AWS is spending $50B build AI infrastructure for the US government
AWS has been working with the U.S. government since 2011 and is now building AI infrastructure specifically for the entity.
X-energy rides nuclear wave, raises $700M Series D
by Tim De Chant
The small modular reactor startup is capitalizing on surging interest from tech companies and data center developers.
Bret Taylor’s Sierra reaches $100M ARR in under two years
The startup’s rapid growth suggests that enerprises are embracing AI agents.
Rising data center electricity use risks blackouts during winter storms
by Tim De Chant
Data centers are driving record electricity demand, and the North American Electric Reliability Corporation is warning that a sever winter storm could push the grid over the edge.
As Lovable hits $200M ARR, its CEO credits staying in Europe for its success
Lovable CEO Anton Osika said he credits ignoring advice to move to Silicon Valley for the AI coding company’s success.
Trump DOE gives Microsoft partner $1B loan to restart Three Mile Island reactor
by Tim De Chant
Constellation Energy will use the loan to refurbish a reactor it idled in 2019. Microsoft has agreed to buy the power once the facility reopens in 2028.
Cloudflare blames massive internet outage on ‘latent bug’
An outage at internet infrastructure giant Cloudflare took down several big websites and services, including ChatGPT, Claude, Spotify, and X.
Cloudflare outage takes down X one month after Musk mocked AWS customers
The infrastructure service Cloudflare faced massive outages on Tuesday morning, cutting off access to ChatGPT, Claude, Spotify, X, and other platforms.
Intuit signs $100M+ deal with OpenAI to bring its apps to ChatGPT
Intuit said its tools, such as TurboTax, Credit Karma, QuickBooks and Mailchimp, will be accessible through ChatGPT, allowing users to ask questions and complete tasks such as estimating tax refunds, reviewing credit options, or managing business finan…
Databricks reportedly in talks to raise funding at a $130B+ valuation
Databricks is said to be in talks to raise a new round of funding just a few months after its last fundraise, which valued the company at $100 billion.
Sam Atlman-backed Exowatt wants to power AI data centers with billions of hot rocks
by Tim De Chant
The solar-thermal startup wants to deliver electricity for as little as one cent per kWh. But first it has to scale production to 1 million units per year.
Coding assistant Cursor raises $2.3bn five months after its previous round
Cursor plans to use the capital to continue developing Composer, the AI model the vibe coding startup released in October.
Data centers now attract more investment than than finding new oil supplies
by Tim De Chant
In a shift, the world will spend $40 billion more on new data centers this year than it will on finding new sources of oil.
AI data startup WisdomAI has raised another $50M, led by Kleiner, Nvidia
by Julie Bort
WisdomAI is offering AI-driven data analytics that can answer business questions from structured, unstructured, and even “dirty” data, meaning data not cleaned of typos or errors.
Microsoft-backed VEIR is bringing superconductors to data centers
by Tim De Chant
The Massachusetts-based startup is taking tech developed for long distance transmissions lines to solve an emerging problem for data center designers.
Figma bets on India to expand beyond design
Figma has opened a new office in Bengaluru as part of a push to deepen its India ties and appeal to more developers.