Amazon Web Services

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The Briefing

How Trump’s TikTok Tactics Helped Meta Win Antitrust Case

By · Nov 18, 2025 5:00pm PST
For once, the latest multibillion-dollar AI deal—this time Microsoft and Nvidia investing in Anthropic—isn’t the day’s biggest tech news development. (Skip down for details on that story.) More important was a Washington judge’s ruling on Tuesday that Meta Platforms isn’t a monopoly. So much for all those breathless headlines suggesting Meta... For once, the latest multibillion-dollar AI deal—this time Microsoft and Nvidia investing in...
Alphabet CEO Sundar Pichai. Getty Images.
The Briefing

What Google Has That OpenAI Doesn't

By · Nov 17, 2025 5:00pm PST · 1 comment
Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for the past couple of years, are now running freely. Friday night’s news that Warren Buffett’s Berkshire Hathaway had bought a $4.3 billion stake in Alphabet sent the shares rising 3% on Monday, even as other tech stocks sagged amid a broader market... Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for...
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AI Agenda

A Coding Assistant’s Bet on Ads Seems to Be Paying Off

By Stephanie Palazzolo · Nov 17, 2025 7:00am PST
Before we get to today’s column, it’s worth pointing out that Google CEO Sundar Pichai strongly hinted on X that Gemini 3, the long-awaited next update to Google’s line of Gemini models, would be coming out this week. Google has done an impressive job of catching up to the other labs when it comes to conversational AI models, and Gemini 3 will... Before we get to today’s column, it’s worth pointing out that Google CEO Sundar Pichai strongly...
Org Charts

The People With Power at Amazon Web Services

By Amir Efrati and Kevin McLaughlin · Jul 18, 2019 7:01am PDT
Since Amazon stumbled into the cloud computing business 13 years ago, its Amazon Web Services division has soared to more than $25 billion in annual sales, accounting for nearly 59% of the internet retailer’s operating income. In contrast, it has taken Salesforce—no slouch in the cloud computing business—nearly two decades to... Since Amazon stumbled into the cloud computing business 13 years ago, its Amazon Web Services...
Amazon Web Services CEO Andy Jassy at a company event last year. Photo: Bloomberg
Exclusive

Amazon Web Services Targets Cisco in Networking

By Wayne Ma and Kevin McLaughlin · Jul 13, 2018 10:03am PDT · 9 comments
Amazon Web Services already dominates the market for cloud services. Now, it is eyeing a part of the cloud business it doesn’t already control: the $14 billion global market for data center switches.AWS is considering selling its own networking switches for business customers—hardware devices that move traffic around networks,... Amazon Web Services already dominates the market for cloud services. Now, it is eyeing a part of...
Mike Clayville. Art by Matt Vascellaro.

Amazon Web Services’ Revenue Wrangler

By Steve Nellis · May 2, 2016 7:01am PDT · 1 comment
General Electric spent more than a year negotiating with Amazon Web Services before moving big chunks of its computing work there. During that time, AWS’ chief of enterprise sales, Mike Clayville, got everyone from AWS CEO Andy Jassy to other customers to answer GE’s questions about AWS’ security and reliability.By making GE... General Electric spent more than a year negotiating with Amazon Web Services before moving big...