2:24 PM · 12 September 2025

Nvidia Pulls Back on Cloud Push Against AWS?

Nvidia (NVDA.US) is set to scale back its efforts to develop the DGX Cloud service, which was intended to compete with Amazon Web Services. According to reports by The Information, the company is reducing its focus on acquiring business customers for this project. This information reduces the potential competitive pressure on AWS, which remains the leader in the cloud infrastructure market. For investors, this means that Amazon's (AMZN.US) position in the cloud services segment is becoming even stronger. As a result, Amazon's shares may gain as the market interprets Nvidia's weakening efforts as a benefit to the main player in this sector.

Amazon shares are up 0.5% before the market opens. At the same time, Nvidia is up 0.1%.

12 August 2026, 3:13 PM

US Open: Nasdaq 100 Gains Over 1% 📈 Are Semiconductor Stocks Back Again?

12 August 2026, 2:10 PM

Lumentum earnings: The photonics industry is accelerating thanks to AI

12 August 2026, 2:02 PM

CoreWeave earningis: Reassured shareholders, double-digit gains

12 August 2026, 12:55 PM

Will Inflation Kill the Chances of a September Rate Hike?

The financial instruments we offer, especially CFDs, can be highly risky. Fractional Shares (FS) is an acquired from XTB fiduciary right to fractional parts of stocks and ETFs. FS are not a separate financial instrument. The limited corporate rights are associated with FS.
This page was not created for investors residing in Brazil. This brokerage is not authorized by the Comissão de Valores Mobiliários (CVM) or the Brazilian Central Bank (BCB). The content of this page should not be characterized as an investment offer in Brazil or for investors residing in that country.
Losses can exceed deposits