✉news TechnologySemiconductors first seen 1 d ago, last 1 d ago, peak #11
Why SAP, Salesforce and Workday Back AWS's Billion-Dollar Chip Plan
Original: Why SAP, Salesforce + Workday Love Billion-Dollar Chip Plan from AWS
Cloud software giants SAP, Salesforce and Workday are welcoming AWS's billion-dollar push into custom semiconductor design. The plan promises cheaper, faster cloud infrastructure, which directly benefits enterprise application vendors that run heavy workloads on Amazon's platform. Industry observers see it as AWS tightening its grip on enterprise cloud spending while giving partners lower costs and better performance.
Why now: AWS's multibillion-dollar custom chip investment signals a major shift in cloud economics that affects the whole enterprise software ecosystem.
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