Each year, the European Commission publishes the EU Industrial R&D Investment Scoreboard, an international compendium whose 2024 edition ranked 2,000 of the world’s top corporate spenders on research and development. Yet it consistently omits Amazon, arguably the single largest corporate R&D spender globally. Why? Because Amazon doesn’t explicitly report its R&D investment separately, instead grouping…
Amazon doubles down on AI, spending $100B+ in 2025 amid DeepSeek disruption fears
Following the surprising surge of DeepSeek’s reasoning-savvy genAI, Big Tech companies skidded over renewed questions regarding enormous AI investments. But Amazon is responding to DeepSeek’s claims of cheaper AI training by massively increasing its capital expenditures. CEO Andy Jassy contended that lower technology costs do not translate into reduced spending, underlining the firm’s strategy to…
AI is redefining performance standards in Big Tech
As tech giants use AI to automate traditional coding tasks, companies are simultaneously cutting lower-performing roles while competing for AI talent—creating a two-track job market where AI expertise increasingly defines career prospects. During a recent interview on “The Joe Rogan Experience,” Meta CEO Mark Zuckerberg dished on the company’s plans for its continued push into…
Amazon, Apple and NVIDIA compete for GPU talent with salaries of $300k or more
Tech giants are assembling AI supercomputers of unprecedented scale. Microsoft, Meta, Amazon, and Elon Musk’s xAI are building clusters boasting 100,000 or more H100 GPUs, with xAI planning to double its Colossus system to 200,000 GPUs — including the upcoming H200 model. To put this in perspective, OpenAI reportedly trained GPT-4 using roughly 25,000 A100…
R&D Market Pulse: NVIDIA hits $37.5B in revenue while UK regulators tap brakes on AI startup investment oversight
In a move signaling a more relaxed regulatory approach to the booming AI sector, UK regulators announced they would not investigate Google’s $2 billion investment in AI startup Anthropic. The move mirrors a similar decision regarding Amazon’s earlier $4 billion stake. This green light comes as Amazon doubles, bringing its total investment in Anthropic to…
This week in AI research: Amazon doubles Anthropic stake to $8B as industry debates scaling limits
Amazon recently doubled down on its Anthropic investment with an additional $4 billion, while NVIDIA reported another quarter of remarkable growth with sales hitting $35.1 billion. Meanwhile, a debate emerged at the Cerebral Valley AI Summit about whether AI development is hitting a scaling wall, with industry leaders like Anthropic’s Dario Amodei and Scale AI’s Alexandr…