Investors sour on Big Tech's $740 billion AI infrastructure spend
Alphabet, Amazon and Meta reported negative free cash flow as chip stocks and the Nasdaq sold off Friday.
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- Mentions · 7d3
- Mentions · 30d3
- All mentions12
- First seenAug 12, 2026
- Last mentioned7h ago
Timeline
12 articles · newest firstJassy says AWS can reach $1T revenue after heavy AI infrastructure spending
Amazon still expects about $220 billion cash capex in 2026, mostly for AWS, and more in 2027.
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Amazon may profit more than VCs from Anthropic’s planned IPO
Amazon’s convertible notes were valued at $97.9 billion as of June 30, capped at 12% of partially diluted shares.
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Attackers Target Developer Credentials to Expand Supply Chain Intrusions Beyond Source Code
Malicious npm packages, including Mini Shai-Hulud, steal developer and CI/CD cloud credentials during install.
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The Infostealer Incursion: How Stolen Credentials Breach Cloud, Code, and AI Environments
Wiz finds Lumma, RedLine, and Vidar dominate infostealer theft of AWS, GitHub, and OpenAI credentials from endpoints.
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SentinelOne extends Wayfinder coverage across endpoints, identities, and cloud workloads
SentinelOne extended Wayfinder threat hunting to AWS, Azure, and Google Cloud control planes.
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Attacker infrastructure, but vibe-coded: tracking the evolution of credential harvesting platforms
Datadog researchers document two unauthenticated, AI-built credential harvesting dashboards, Loot and UltraVault, holding 42,000+ stolen secrets and actively abusing AWS and AI keys.
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Mass-Scanning Campaign Exploits Vite Flaw to Extract Cloud Credentials From Exposed Dev Servers
Mass-scanning campaign exploits CVE-2026-39364 in exposed Vite dev servers to steal AWS/Azure credentials, .env files, and Terraform state.
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Your Cloud Security Checklist Doesn't Work the Way You Think It Does
Intruder's 2026 Cloud Security Index found misconfiguration risk profiles differ sharply across AWS, Azure, and Google Cloud across 3,000 organizations.
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Researchers Uncover Thousands of Leaked AWS Keys
Truffle Security researchers discovered more than 9,000 publicly accessible and active AWS key pairs, creating credential exposure and account-takeover risks.
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Exposed AWS Access Key Linked to Data Breach Affecting 1500+ UK Charities
CRM provider Beacon says a compromised AWS access key likely caused a data breach affecting more than 1,500 UK charities.
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Prompt Injections for Defense
Tracebit researchers show prompt injections placed next to AWS secrets can stop AI hacking agents by triggering forbidden outputs, a technique called context bombing.
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- CVE-2026-393642%8.2Vite: On the Vite dev server, files that should be blocked by server.fs.deny (e.g., .env, *.crt) can be retrieved with HTTP 200…
Appears with
- Microsoft Azureproduct · 4
- Amazon Web Servicesvendor · 4
- Google Cloudproduct · 3
- Googlevendor · 2
- Googleorganization · 2
- Anthropicorganization · 2
- Microsoftorganization · 2
- Microsoftvendor · 2
- OpenAIvendor · 2
- Amazonorganization · 2
- OpenAI APIproduct · 1
- Sound Venturesorganization · 1
- AI Modeai model · 1
- Vaultproduct · 1
- Sequoiaorganization · 1
- Miasmamalware · 1
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