AMZN

12 Oct06:59 Business

Amazon in Decart acquisition talks worth $7bn, WSJ reports

Decart acquisition talks: Amazon is reportedly weighing a $7bn deal for the AI chip-switching startup, capping a six-month bidding war. Keith Howard · 12 Oct

2 Oct15:43 Business

Amazon’s $8bn Nvidia ‘chip offload’ is really a leaseback

Amazon's $8bn Nvidia chips deal, as reported by the FT, isn't a sale - it's a leaseback structure to keep AI capex off the balance sheet. Keith Howard · 2 Oct

18 Sep22:04 Business

Accenture-Anthropic Deal Puts $1bn Each Behind AI Safety

The Accenture Anthropic partnership commits $1bn each to AI safety evaluation over five years - and sent Accenture shares up 6.65%. Keith Howard · 18 Sep

16 Sep23:51 Business

Generac Amazon deal sends stock up ~32%, but $8bn is a ceiling

The Generac Amazon deal lifted the stock ~32%, but only $2.4bn of the $8bn headline figure is actually scheduled to be delivered. Keith Howard · 16 Sep