Why SAP, Salesforce + Workday Love Billion-Dollar Chip Plan from AWS

Cloud Wars Live with Bob Evans · Oct 5, 2026 · 4m

In today's Cloud Wars Minute, I explain how AWS is combining custom silicon, enterprise applications, and agentic AI to drive its resurgence.

Highlights

00:02 — I wanted to talk about an interesting development at AWS, which over the past several quarters has been on a very nice upswing in its business, powered in part by their development of what is now a very large and extremely fast-growing custom chips business.

00:37 — That comes down to a billion-dollar chip deal that AWS has just secured with Synopsys, a chip designer that AWS has been working with closely over the last several years…