E979 - Why SAP, Salesforce + Workday Love Billion-Dollar Chip Plan from AWS
Published: October 5, 2026
Duration: 4:36
In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence.
Highlights
00:02 — I wanted to talk about an interesting development at AWS, which over the past several quarters has been on a very nice upswing in its business, powered in part by their development of what is now a very large and extremely fast-growing custom chips business.
00:37 — That comes down to a billion-dollar chip deal that AWS has just secured with Synopsys, a chip designer that AWS has been working with closely over...