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Companies

Amazon Web Services

Mentioned in 59 analyzed podcast episodes across 10 shows

A major cloud computing and AI infrastructure hyperscaler offering foundational services like EC2 and S3, discussed across podcasts for its massive investments in AI compute capacity, chip procurement (including Nvidia GPUs and proprietary Trainium chips), and recent service announcements at its Re:Invent conference. Podcasts reference AWS as both a significant player in the evolving AI infrastructure landscape and a case study for how cloud providers are scaling to meet soaring demand, while also noting workforce reductions driven by AI automation and its substantial electricity consumption as a major data center operator.

Episode Mentions

TBPN

TBPN · May 30, 2026

New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN

Reportedly spent half a billion dollars on AI tokens in a single month

Blue Origin New Glenn rocket explosionEnterprise AI ROI measurementToken maximization dashboards
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Odd Lots

Odd Lots · May 21, 2026

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

Signed deal to deploy Cerebras systems in AWS data centers; will offer Cerebras inference via Bedrock service

Wafer-scale chip architecture and manufacturingAI inference economics and token pricingGPU vs. alternative chip architectures for AI
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 14, 2026

Mad Money w/ Jim Cramer 5/14/26

Cerebras reached deployment deal for data center chips; key customer diversifying revenue beyond UAE entities

Cerebras IPO Valuation BubbleAI Semiconductor CompetitionData Center Infrastructure Buildout
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Tech Brew Ride Home

Tech Brew Ride Home · May 14, 2026

The Biggest Tech IPO Since Uber

Announced partnership to deploy Cerebra chips in data centers for AI model development

OpenAI vs Apple partnership disputeCerebra Systems IPO and AI chip competitionmacOS security vulnerabilities and AI-assisted exploitation
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Bloomberg Tech

Bloomberg Tech · May 14, 2026

Cerebras Goes Public in Year's Biggest IPO

Signed binding term sheet with Cerebras for equipment deployment in data centers; major channel partnership

Cerebras IPO and AI chip market dynamicsHyperscaler infrastructure spending and capex forecastsNetworking and optical connectivity in AI infrastructure
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The Cloud Pod

The Cloud Pod · May 13, 2026

353: Don't Be Evil Unless the Government Asks Nicely

Q1 2026 earnings: $37.59B revenue (+28% YoY), highest growth in 3 years, CapEx $44.2B, free cash flow down 95% YoY to $1.2B due to AI investments

Cloud Earnings and AI Infrastructure SpendingLinux Kernel 7.0 and Rust StabilityGitHub Availability and Scaling Challenges
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Blank Check with Griffin & David

Blank Check with Griffin & David · May 10, 2026

Fearless with Timothy Simons

AWS outage on recording day knocked out IMDb and 60% of internet, preventing research during podcast

Jeff Bridges' 1990s career trajectory and artistic choicesPeter Weir's directorial philosophy and blank check filmmakingPlane crash cinema and aviation trauma in film
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · May 8, 2026

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Hyperscaler generating $150B ARR at 28% growth; competing with Azure and GCP for cloud compute dominance in AI era

Elon's Compute Infrastructure Strategy & Elon Web ServicesAnthropic's Exponential Growth & Market DominanceAI Monopoly Formation & Competitive Dynamics
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CyberWire Daily

CyberWire Daily · May 6, 2026

The exploit that writes its own story.

Credentials targeted by QLNX RAT for supply chain compromise and cloud environment pivoting

Linux Kernel Vulnerability (copyFail) ExploitationSupply Chain Attack via Daemon Tools CompromiseAI-Powered Threat Detection and Investigation
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The Cloud Pod

The Cloud Pod · May 5, 2026

352: Google Next: Rebrandapalooza

Announced AWS Interconnect GA, Bedrock cost attribution by IAM principal, S3 Files for Lambda, and AgentCore managed harness

Google Gemini Enterprise Agent Platform (formerly Vertex AI)Agent Identity and Cryptographic IDsAgent Gateway and Agent Registry
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WSJ Minute Briefing

WSJ Minute Briefing · May 5, 2026

Pentagon Says Iran’s Military Actions ‘Below the Threshold’ for Restarting War

Sponsor promoting Amazon Quick, an AI workplace assistant for enterprise data integration and productivity

Iran Military Actions and Escalation ThresholdsCryptocurrency Market Volatility and Exchange StabilityAI-Driven Workforce Restructuring
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Bloomberg Surveillance

Bloomberg Surveillance · May 5, 2026

Market Impact of AI and Iran

Hyperscaler with exposure to Anthropic and significant capacity coming online; identified as best infrastructure play

AI Productivity Monetization and ROI MeasurementCorporate Earnings Growth and Margin ExpansionAI Infrastructure Spending and Capital Requirements
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YPO Technology Network AI Brief

YPO Technology Network AI Brief · May 5, 2026

Inference Got Cheap. Renegotiate Everything.

Offering Trainium and Inferentia chips, implementing training/inference hardware split strategy

AI inference pricing economicsTraining vs. inference cost distinctionHardware specialization for AI workloads
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Daily Tech News Show

Daily Tech News Show · Apr 29, 2026

Sony’s 30-Day DRM Clock Reappears - DTNS 5258

Now offering OpenAI models to AWS customers following partnership announcement

DRM Licensing and Offline ValidationConsole Gaming Anti-Piracy MeasuresCMOS Battery Failure Impact on Gaming
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The Information's TITV

The Information's TITV · Apr 29, 2026

Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

Launched OpenAI model availability through Bedrock inference service, ending Microsoft exclusivity partnership

OpenAI AWS Integration and Bedrock AvailabilityChatGPT Subscription Tier Migration StrategyAI Advertising Revenue Models
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Cybersecurity Today

Cybersecurity Today · Apr 29, 2026

Massive Python Supply Chain Hack, $2.1B Scam Losses, North Korea Targets Crypto Execs

Cloud credentials were among the secrets scraped by Elementary Data malware payload

Python supply chain security and PyPI package integrityCI/CD pipeline security and automated build system vulnerabilitiesSocial media scam prevention and platform accountability
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Bloomberg Tech

Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

Cloud provider recently added to OpenAI's infrastructure partnerships with $100B+ commitment

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
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CyberWire Daily

CyberWire Daily · Apr 28, 2026

The Three-Layer Strategy for Autonomous Agent Governance with Joe Hladik [Data Security Decoded] and Amit Malik

Referenced as cloud service provider where agent deployment and observability is more manageable

Autonomous AI Agent GovernanceThree-Layer Agent Security FrameworkIdentity and Access Management for AI Agents
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The Information's TITV

The Information's TITV · Apr 24, 2026

Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal

Positioning itself as AI enterprise offering through partnerships; promoting internally-designed Graviton chips; gaining momentum after being perceived as AI laggard

GPU Supply Chain and AllocationCloud Provider Compute Pricing and Access PoliciesAI Model Benchmarking and Performance Comparison
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Better Offline

Better Offline · Apr 24, 2026

Monologue: How OpenAI Kills Oracle

Committed to $10 billion compute deal with OpenAI as part of multi-vendor infrastructure strategy

AI data center infrastructure economicsOpenAI financial sustainability and burn rateOracle's Stargate project costs and timeline
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Elon Musk Podcast

Elon Musk Podcast · Apr 23, 2026

Claude Mythos finds thousands of hidden vulnerabilities

Member of Project Glasswing coalition with exclusive access to Mythos Preview for infrastructure security patching

Autonomous Vulnerability DiscoveryAI Safety and AlignmentSandbox Escape and Constraint Bypass
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声动早咖啡

声动早咖啡 · Apr 22, 2026

肯德基将对额外酱料收费,茶颜悦色拟在深圳布局 10 家门店

Providing cloud infrastructure and custom AI chips to Anthropic; committed to $1T+ service purchases over 10 years

QSR Pricing Strategy and Food Waste ReductionRegional Brand Geographic ExpansionAI Infrastructure and Compute Bottlenecks
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Tech Brew Ride Home

Tech Brew Ride Home · Apr 22, 2026

Elon Buys Cursor?

Among limited companies with official access to Anthropic's Mythos model through Project Glasswing

AI Coding Tools CompetitionSpaceX and XAI StrategyTensor Processing Units (TPUs)
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YPO Technology Network AI Brief

YPO Technology Network AI Brief · Apr 22, 2026

AI Just Made Your Disgruntled Barista Dangerous

Partner in Anthropic's Project Glasswing with access to Claude Mythos for defensive security research

AI Model Autonomy in CyberattacksZero-Day Vulnerability DiscoveryCybersecurity Threat Model Evolution
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Dwarkesh Podcast

Dwarkesh Podcast · Apr 15, 2026

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Major hyperscaler customer; offers NVIDIA GPUs and custom Trainium accelerators to external customers

NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting
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Elon Musk Podcast

Elon Musk Podcast · Apr 11, 2026

Sixteen Colleges Rejected This Google Engineer

Featured Zong's Rabbit Sign startup in professional case study for exceptional efficiency and secure architecture

AI-Generated Legal Documents and LitigationUniversity Admissions Bias and DiscriminationCorporate vs. Academic Merit Evaluation Standards
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Bannon`s War Room

Bannon`s War Room · Apr 8, 2026

Episode 5284: Confusion Over 10 Point Plan; Strait Remains Closed; The Destruction Of AI

Recipient of limited Mythos AI model access through Project Glasswing for testing and vulnerability patching

Iran-US Ceasefire NegotiationsNATO Defense Spending and Troop RedeploymentStrait of Hormuz Strategic Importance
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Daily Tech News Show

Daily Tech News Show · Apr 8, 2026

Anthropic’s Move to Secure the World - DTNS 5243

Partner in Project Glasswing contributing $4 million and usage credits to secure critical software infrastructure.

AI Security and Vulnerability DiscoveryProject Glasswing InitiativeClaude Mythos AI Model Capabilities
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Uncanny Valley | WIRED

Uncanny Valley | WIRED · Apr 2, 2026

Iran Targets U.S. Tech; Polymarket’s Pop-up Flop; Trump's Plans for Midterms

Suffered first publicly confirmed attack on U.S. hyperscale cloud infrastructure by Iran last month

Iran's threat to target U.S. tech companiesAmazon Web Services infrastructure attacksSAVE Act voter ID requirements
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Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · Apr 1, 2026

4/1/26: Iran Bombs Bahrain Amazon, US Allies Warn Of Disaster, Robert Pape On Iran Gaining Power, Mass Layoffs

Struck by Iranian forces in Bahrain; listed as target by IRGC for alleged involvement in assassination programs

Iran-US Military Escalation and Strait of Hormuz ControlGlobal Energy Crisis and Oil Price VolatilityNATO Dissolution and European Strategic Independence
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Better Offline

Better Offline · Apr 1, 2026

Monologue: What's Going On At Anthropic?

Experienced infrastructure outages caused by AI coding tools, resulting in hundreds of thousands of lost orders

Claude subscription rate limiting and pricing structureClaude Code source code leak and security incidentAI-generated code quality and review burden
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Better Offline

Better Offline · Mar 27, 2026

Monologue: The AI Industry Is Lying To You

Referenced as precedent for long-term infrastructure investment losses (~$38B over decade) in AWS buildout

Sora shutdown and OpenAI product failuresAI industry marketing versus reality gapData center construction and infrastructure delays
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Kinda Funny Games Daily: Video Games News Podcast

Kinda Funny Games Daily: Video Games News Podcast · Mar 25, 2026

New Xbox CEO Could Make Game Pass Cheaper?! - Kinda Funny Games Daily 03.25.26

Sponsor highlighting AI innovation across healthcare, automotive, and gaming industries

Xbox Game Pass pricing strategy and subscription tier restructuringPlayStation first-party studio closures and live service project cancellationsNintendo Switch 2 digital vs. physical pricing parity
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Lex Fridman Podcast

Lex Fridman Podcast · Mar 23, 2026

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

Cloud provider; mentioned as ramping up NVIDIA GPU usage and part of NVIDIA's ecosystem reach.

Extreme Co-Design in AI SystemsCUDA Platform Strategy and Install BaseAI Factory Architecture and Rack-Scale Design
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Mar 19, 2026

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Announced plans to purchase one million Nvidia chips over next couple years

Agentic AI SystemsDisaggregated Inference ComputingPhysical AI and Robotics
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This Week in Startups

This Week in Startups · Mar 14, 2026

One Genius Rule That Made This Coffee Brand Famous | EP 2262

Target competitor for Hippeus decentralized storage, specifically the S3 service

Decentralized cloud storageBittensor subnet developmentMenu simplification strategy
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The a16z Show

The a16z Show · Mar 5, 2026

Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power

Mentioned as having higher security clearance enabling Anthropic's classified content access

AI Safety and AlignmentGovernment AI RegulationMilitary AI Applications
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 28, 2026

Mad Money w/ Jim Cramer 2/27/26

Major hyperscaler customer of Marvell Tech chips; sold out of recent chip offerings due to high AI infrastructure demand

Data Center Construction EconomicsPrediction Markets vs. Sports BettingTech Stock Selloffs and Sector Rotation
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All Things Sustainable

All Things Sustainable · Feb 27, 2026

CERAWeek sneak peek: What's ahead for energy and sustainability

Cloud hyperscaler transitioning from displaying services to being major electricity consumer

CERAWeek 2026 conference previewAI electricity demand surgeEnergy-technology sector convergence
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 26, 2026

Mad Money w/ Jim Cramer 2/25/26

Wells Fargo hired AWS executive to lead AI integration efforts

AI Job Displacement Fears vs. RealityEnterprise Software Valuation CompressionAI Infrastructure Demand and Networking
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The Pragmatic Engineer

The Pragmatic Engineer · Feb 25, 2026

Mitchell Hashimoto’s new way of writing code

Described as arrogant partner that threatened to build competing services

HashiCorp founding story and evolutionCloud infrastructure tooling developmentOpen source maintainer challenges with AI
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Cache Me If You Can

Cache Me If You Can · Feb 18, 2026

Beyond the Cloud: The Future of Data Centers

Commissioned third-party study showing AWS data centers pay more than anticipated rate costs, creating excess revenues for other ratepayers

Data Center Physical Infrastructure and ArchitectureAI Workload Training and Inference DeploymentEnergy Efficiency and Cooling Technologies
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TBPN

TBPN · Feb 18, 2026

The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN

Discussed as hyperscaler competing in AI infrastructure; referenced going all-in on compute investment

Cournot Equilibrium in AI MarketsAI Compute Supply CompetitionMemory Chip Manufacturing Bottlenecks
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Joe Lonsdale: American Optimist

Joe Lonsdale: American Optimist · Feb 17, 2026

Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich

Referenced for hyperscaler business model (EC2, S3 primitives) as analogy for AI infrastructure evolution

AI Model Commoditization and Pricing PowerEnterprise Software Transformation (1.0 to 3.0)Vertical AI Applications vs. Horizontal Models
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AI & I

AI & I · Feb 11, 2026

Inside OpenAI’s Agentic Browser, Atlas

AWS dashboard cited as canonical example of complex settings panels that agents can navigate more efficiently than humans

Agentic Browser Architecture and DesignAI Context Integration in Web BrowsersComplex Web Application Navigation (AWS, Google Docs)
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AppleInsider Podcast

AppleInsider Podcast · Feb 6, 2026

Apple Vision Pro anniversary, Gemini confusion, and iPhone Flip on the AppleInsider Podcast

Referenced as example of third-party cloud infrastructure used by Apple while maintaining data privacy through encryption

Apple Vision Pro Developer Support StrategyApple-Google Gemini Partnership Privacy ArchitecturePrivate Cloud Compute Security Implementation
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This Week in Startups

This Week in Startups · Jan 31, 2026

AI Bots Take Over | E2242

Recently laid off 16,000 employees, with roles being replaced by AI according to discussion

AI Agent ImplementationBusiness Process AutomationAI Security Vulnerabilities
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Kim Komando Daily Tech Update

Kim Komando Daily Tech Update · Jan 27, 2026

The appearance of being busy

Amazon layoffs and corporate cultureAI impact on legal services billingProfessional services pricing models
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Jan 25, 2026

The Internet Computer: Caffeine.ai CEO Dominic Williams on Unstoppable, Self-Writing Software

Internet Computer ProtocolSelf-writing softwareByzantine fault tolerance
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) · Jan 23, 2026

Sahil Bloom: How Entrepreneurs Build Real Wealth Beyond Money | Entrepreneurship | YAPLive

Five types of wealth frameworkLife razor concept for decision makingEnergy calendar for productivity optimization
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