✉news TechnologySemiconductors first seen 1 d ago, last 19 h ago, peak #6
AWS Pledges Billion-Dollar Chip Investment for SAP, Salesforce, Workday
Original: AWS Drops Billion-Dollar Chip Gift on SAP, Salesforce, Workday
Amazon Web Services has committed a billion-dollar investment in custom silicon and chip capacity benefiting enterprise software customers SAP, Salesforce and Workday. The move signals AWS's push to deepen its relationships with major cloud application vendors by supplying optimized chips for their workloads, intensifying competition with Microsoft Azure and Google Cloud in the enterprise software infrastructure market.
Why now: The major chip investment pledge affects the infrastructure costs and performance of some of the world's largest enterprise software providers.
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