WS #11074
UK CMA plans to allow developers to steer users away from Apple and Google app stores for payments, threatening their 30% commission fees. Amazon moves Anthropic deal to token-based pricing, with Anthropic committing over $100B to AWS and up to 5GW of compute on Trainium chips, bullish for AMZN. CNXC drops 22% after lowering full-year outlook and Q3 guidance as clients reduce budgets and shift to cheaper automation.
UK watchdog challenges Apple/Google app store duopoly
UK CMA plans to allow developers to steer users away from Apple and Google app stores for payments, threatening their 30% commission fees.
Amazon moves Anthropic deal to token-based pricing, with Anthropic committing over $100B to AWS and up to 5GW of compute on Trainium chips, bullish for AMZN.
CNXC drops 22% after lowering full-year outlook and Q3 guidance as clients reduce budgets and shift to cheaper automation.