Amazon AWS and AI infrastructure growth cycle
The developments in this story so far, most recent first.
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· date approximate Development
Marvell and Astera Labs shares rise following Amazon AI chip sales report
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· date approximate Background
Amazon entered into a warrant agreement with Astera Labs.
In February 2026, Amazon entered into a warrant agreement with Astera Labs, a provider of connectivity solutions for artificial intelligence infrastructure.
Under the terms of the agreement, Amazon holds the option to purchase up to 3,262,299 shares of Astera Labs common stock. This option is contingent upon the purchase of up to $6.5 billion of Astera Labs' smart fabric switch, signal conditioning, and optical engine products.