Cerebras

Company

Last mentioned: Mar 18, 2026

Stories mentioning Cerebras 2

markets Very Bullish

Amazon CEO Forecasts AI-Driven AWS Surge to $600 Billion by 2036

Amazon CEO Andy Jassy has significantly upwardly revised the long-term revenue projections for Amazon Web Services (AWS), citing generative AI as a primary catalyst. The new forecast suggests AWS could reach $600 billion in annual sales by 2036, effectively doubling previous internal estimates.

2 sources
earnings Neutral

Oracle’s $553 Billion Backlog Signals Dominance in AI Cloud Infrastructure

Oracle has reported a record-breaking $553 billion backlog in Remaining Performance Obligations (RPO), driven by a massive surge in demand for AI-ready cloud infrastructure. The company’s fiscal Q3 2026 results have triggered an 8% stock rally, as investors bet on Oracle's ability to sustain this growth through at least 2027.

2 sources