Amazon Web Services (AWS) vs Neon

AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI

AWS and NVIDIA expanded their collaboration to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI. In Q3, AWS reported revenue of $45.98 billion, up 39% year over year, surpassing expectations. Operating income rose 55% to $17.77 billion. AWS expanded its Nvidia GPU portfolio, acquired data analytics startup DuckLabs, and secured deals with Meta and OpenAI. CEO Andy Jassy projected AWS could grow over 40% in 2027-2028, potentially becoming a trillion-dollar business within a decade. Additionally, AWS will offer its Trainium AI chips outside AWS starting in late 2027, following Google's strategy. Rivals Google Cloud and Microsoft Azure also reported accelerating growth.

• AWS and NVIDIA to deliver 2 million additional GPUs for AI.
• AWS Q3 revenue: $45.98B, up 39% YoY, beating consensus.
• AWS operating income: $17.77B, up 55%.

AWS Launches 'Built Together' Community Program for Data Centers

AWS has announced new initiatives to counter criticism over its U.S. data center expansion, including a $1 billion investment over five years for community programs and the 'Amazon Data Center Commitment' with pledges on energy, water, transparency, and employment. It has also ceased using NDAs with government agencies, following Microsoft's similar move. CEO Matt Garman addressed data center 'myths', noting generators run only 10 hours per year and water use is 0.5% of industrial use, while highlighting over $1 billion in community contributions. These actions come amid over 100 proposed moratoriums, some temporary. TechCrunch's Equity podcast debates whether transparency will alleviate backlash, with hosts citing Uber's past secret negotiations as a cautionary tale and Tesla's messaging as another example of poor tech communication.

• AWS invested over $1 billion in communities with data centers over five years.
• AWS stopped using nondisclosure agreements with government agencies for new data centers, following Microsoft's similar announcement.
• AWS data center generators run roughly 10 hours per year (99.9% idle).

Vespa.ai Achieves AWS AI Competency

Vespa.ai announced it has achieved the Amazon Web Services (AWS) AI Competency in the AI Software category. This designation recognizes Vespa as an AWS Partner that helps customers build, deploy, and operate large-scale AI applications on AWS. The Vespa AI Search Platform combines hybrid retrieval, advanced ranking, machine learning inference, and real-time serving in a single platform, reducing infrastructure complexity while providing low latency and scalability for production AI. Vespa is trusted by organizations including Perplexity, Spotify, and Yahoo, powering billions of queries and recommendations across industries such as information platforms, digital commerce, media and advertising, and life sciences. The recognition validates Vespa's expertise in building production AI search applications on AWS.

• Vespa.ai achieved the AWS AI Competency in the AI Software category.
• The designation recognizes Vespa as an AWS Partner for building and operating large-scale AI applications on AWS.
• Vespa AI Search Platform combines hybrid retrieval, advanced ranking, ML inference, and real-time serving.

Databricks Powers Agentic Future with $7B Run Rate

Databricks, the data and AI company, has revealed it has surpassed a $7 billion revenue run rate, growing 80% year-over-year, and is valued at $190 billion. The company, which began as a Spark-based data processing platform, has evolved through multiple technology S-curves—Spark, Lakehouse, Lakebase, and now AI agents. Databricks' Lakehouse architecture unifies data lakes and warehouses, while its new Lakebase product, built on the acquisition of Neon, brings operational databases onto the same lakehouse foundation. The company is positioning itself as the 'system of record for agents,' with tools like Genie and Agent Bricks enabling employees to build and manage AI agents. With over 17 million databases launched by agents daily, Databricks is betting on the rise of agentic automation transforming the nature of work and the structure of firms, shifting from managerial hierarchy to human-agent collaboration.

• Databricks surpassed $7 billion revenue run rate, growing 80% year-over-year.
• Databricks is valued at $190 billion.
• More than 17 million databases are launched by AI agents on Databricks every day.

Major update to our Free Plan: now with 1 GB of Postgres storage per project, 100 projects included

Database storage on the Neon Free plan is now 1 GB per project, up from 0.5 GB. You still get 100 projects, with existing projects getting the new limit automatically.

Claimable Neon: Provisioned by agents, claimed by humans

Claimable Neon implements the anonymous registration method in auth.md, the open agent registration protocol authored by WorkOS, to give agents a way to provision a temporary Neon project without creating an account or collecting payment details.