Amazon Web Services

CoreWeave is the only cloud provider to achieve Platinum tier in SemiAnalysis ClusterMAX 2.0 rankings, citing exceptional GPU availability and performance.

AWS has launched P5 instances featuring NVIDIA H200 GPUs, now generally available in US East and West regions with EU availability expected in Q1 2026.

Asia's share of global LLM spend more than doubled from 13% to 31%, with Singapore (9.21%), China (6.01%), and South Korea (2.88%) leading. North America retains 47%, but global distribution is increasingly decentralized.

NVIDIA H100 GPU rentals have reached record low prices on marketplace platforms, with Vast.ai offering $1.49/hr and multiple providers below $2/hr. This represents a 75%+ reduction from hyperscaler on-demand pricing, fundamentally shifting GPU compute economics.

Enterprise generative AI spending hit $37 billion in 2025, up 3.2x from $11.5B in 2024, making it the fastest-scaling software category in history and representing 6% of the global SaaS market.

AI-native startups have captured 63% of the application market (up from 36% last year), earning $2 in revenue for every $1 earned by incumbents. Product velocity and PLG motions driving startup advantage.