US Top News and Analysis | Snowflake soars 30% on earnings beat and plan to spend $6 billion on Amazon cloud

AI generated summary, Read the full article for complete information.

Snowflake announced a $6 billion, five‑year commitment to Amazon Web Services, expanding its use of AWS’s custom Arm‑based Graviton CPUs and cloud‑based GPUs for artificial‑intelligence workloads. The deal, which does not include an equity investment, builds on earlier spending agreements that grew from $1.2 billion at the company’s 2020 IPO to $2.5 billion in 2023. In its fiscal first‑quarter results, Snowflake reported $1.39 billion in revenue—a 33 % year‑over‑year increase—and adjusted earnings of $0.39 per share, both surpassing analysts’ expectations, and projected Q2 product revenue of $1.415‑$1.420 billion with a 12.5 % operating margin. The company also disclosed the acquisition of AI startup Natoma. The partnership reflects a broader shift toward Arm‑based processors for AI‑intensive applications, as cloud providers and tech firms increasingly favor energy‑efficient CPUs alongside GPUs for next‑generation, agentic AI workloads.

Read more: https://www.cnbc.com/2026/05/27/snowflake-amazon-graviton-cloud-chips.html

#Snowflake #Amazon #AWS #Nvidia #Graviton

💸💸 Snowflake to burn $6B on AWS Graviton CPUs and AI accelerators

｢ Snowflake is a long-time AWS customer, having built the company atop the cloud titan's servers going back to 2011. Over the past few years, Snowflake has shifted an increasing amount of compute from Intel and AMD CPUs to Amazon’s own Arm-based Graviton instances ｣
https://www.theregister.com/off-prem/2026/05/27/snowflake-to-burn-6b-on-aws-graviton-cpus-ai-infra/5247475

#snowflake #graviton #aws #ai

US Top News and Analysis | Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI

AI generated summary, Read the full article for complete information.

Amazon’s shares jumped nearly 3 percent after Meta announced a multi‑year deal to run its AI workloads on Amazon Web Services’ Graviton CPUs, making Meta a top‑five Graviton customer and underscoring AWS’s growing role in AI infrastructure. The partnership highlights Amazon’s broader chip strategy—offering cost‑efficient Graviton processors for “always‑on” reasoning tasks and Trainium accelerators for AI model training—as a complement to Nvidia’s GPUs and a way for cloud customers like Meta to lower compute expenses. Jim Cramer praised the move, noting that Amazon’s chip revenue now exceeds $20 billion and is growing at triple‑digit rates, and he maintains a bullish outlook on both Amazon and Meta ahead of their upcoming earnings reports.

Read more: https://www.cnbc.com/2026/04/24/amazon-custom-chips-get-a-boost-from-meta-giving-the-cloud-giant-another-path-to-win-in-ai.html

#Amazon #Meta #AWS #Graviton #JimCramer

AI generated summary, Read the full article for complete information.

US Top News and Analysis | Meta will adopt hundreds of thousands of AWS Graviton chips in latest AI infrastructure grab

AI generated summary, Read the full article for complete information.

Meta has struck a multi‑year deal to power its AI infrastructure with hundreds of thousands of Amazon Web Services Graviton ARM‑based processors, marking the social‑media giant’s latest move in a $48 billion push that also includes GPU rentals from CoreWeave and Nebius. The Graviton chips, praised for delivering strong performance per dollar while using roughly 60 % less energy, will handle CPU‑intensive, post‑training AI tasks as Meta expands its data‑center footprint (now 32 facilities, including a new site in Oklahoma) despite a simultaneous layoff of about 8,000 employees. This partnership makes Meta one of AWS’s top five Graviton customers and underscores the growing role of general‑purpose CPUs alongside GPUs in today’s AI era.

Read more: https://www.cnbc.com/2026/04/24/meta-will-use-hundreds-of-thousands-of-aws-graviton-chips.html

#Meta #AWS #Graviton #AIinfrastructure #AIworkloads #Lip‑BuTan

AI generated summary, Read the full article for complete information.

Leyendo este artículo me entero (o confirmo) que al #x86-64 le están dando bien por culo comparado con #ARM en servidores también.

#Amazon tiene su línea de ARM llamada #Graviton que lo usan en 98% de AWS. Flipa.

https://elpais.com/economia/2026-04-11/amazon-la-corporacion-de-la-ciencia-ficcion-de-la-ia-los-satelites-chips-y-robots-a-dominar-en-los-alimentos-frescos.html

Anybody using #aws with #graviton nodes or instances? If so, what's your #development workflow? Do you use emulation? Do you have an arm-based development environment? Locally or #cloudBased? Do you support amd64 and arm64? What are you thoughts? #programming #devops #webdev #webdevelopment

EDIT: Also #azure and #gcp users