Amazon

Amazon is a multinational technology company based in Seattle that focuses on e-commerce, cloud computing, digital streaming and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. Founder Jeff Bezos serves as the company’s executive chair, and Andy Jassy has held the CEO role since 2021.

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The Briefing

Musk Loses in Court; Uber Buys More of Delivery Hero

By Martin Peers · May 18, 2026 5:00pm PDT
Elon Musk’s big week isn’t starting out too well. Firstly, the all-important test launch of Starship got delayed by a day. Meanwhile, news broke that a worker died on Friday at SpaceX’s Starbase complex in Texas, where the rocket will launch. Separately, Musk on Monday lost the lawsuit against his fellow OpenAI founders, Sam Altman and Greg... Elon Musk’s big week isn’t starting out too well. Firstly, the all-important test launch of...
Art via Mike Sullivan
Exclusive

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

By Aaron Holmes · May 18, 2026 6:00am PDT
No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has boosted usage and revenue of the code repository as well as GitHub Copilot, an AI coding assistant. But GitHub has struggled to respond to new AI coding competitors that have since overtaken it. And the service has suffered from frequent and major outages,... No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has...
Sunday Insights

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

By Amir Efrati and Stephanie Palazzolo · May 17, 2026 7:00am PDT · 4 comments
Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and OpenAI, is generating nearly $80 billion in annualized revenue, or $6.6 billion per month, from selling AI applications or access to the models that power such apps,... Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI...
A Trainium3 UltraServer at an AWS QA lab in Austin. Photo by Mark Felix / Getty Images.

Amazon’s Nvidia Alternative Starts Winning Over AI Developers

By Catherine Perloff · May 19, 2026 6:00am PDT
Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar investment and infrastructure deals with Amazon, have already committed to renting large amounts of current and future Trainium capacity. Now, recent software... Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is...
Amazon HQ in Seattle. Getty Images.
The Briefing

Amazon’s AI Shopping Overhaul

By Martin Peers · May 13, 2026 5:00pm PDT · 1 comment
Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago replaced it. Just as you’ve likely forgotten that history, you’re not likely to remember Rufus in 12 months’ time, either. Rufus, the name of Amazon’s AI-powered shopping chatbot, got tossed on Wednesday and replaced with Amazon’s well-established Alexa... Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago...