Ethos Capital Buys Stake in Uber as Ride-Sharing Firm Expands AWS Partnership

Institutional investor takes new position in Uber as company boosts cloud computing capabilities

Apr. 8, 2026 at 8:10am by Ben Kaplan

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An extreme close-up of intricately connected gears, pulleys, and other heavy industrial machinery in shades of steel gray, bronze, and black, conceptually representing the powerful financial infrastructure and technology powering Uber's ride-sharing and delivery services.Uber's expanding cloud computing capabilities and acquisition plans signal the ride-sharing giant's efforts to fortify its financial and technological foundations.San Francisco Today

Ethos Capital Management Inc. has bought a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) during the fourth quarter, according to a recent 13F filing. The institutional investor purchased 14,410 shares of the ride-sharing company's stock, valued at approximately $1.18 million. This comes as Uber is expanding its contract with Amazon Web Services to run more of its ride-matching and delivery services on Amazon's Graviton CPUs and trial Trainium3 AI chips, which could lower compute costs and speed up latency-sensitive operations.

Why it matters

Uber's move to deepen its partnership with AWS signals the company's focus on improving its technology infrastructure and leveraging the latest cloud computing advancements. This could help boost Uber's margins and product differentiation over time, making it more attractive to institutional investors like Ethos Capital. However, Uber also faces growing competition from autonomous vehicle players like WeRide, which is expanding its robotaxi services globally.

The details

According to the 13F filing, Ethos Capital Management Inc. bought 14,410 shares of Uber Technologies during the fourth quarter. This represents a new stake for the institutional investor in the ride-sharing company. Uber's recent move to expand its AWS partnership involves running more of its core ride-matching and delivery services on Amazon's Graviton CPUs, which are designed to be more energy-efficient. Uber is also trialing Amazon's new Trainium3 AI chips, which could accelerate the company's in-house AI model training and improve latency for critical real-time operations.

  • Ethos Capital Management Inc. bought the new Uber stake during the fourth quarter of 2025.
  • Uber announced the expansion of its AWS partnership in April 2026.

The players

Ethos Capital Management Inc.

An institutional investor that bought a new stake in Uber Technologies during the fourth quarter of 2025.

Uber Technologies, Inc.

An American ride-sharing company that is expanding its partnership with Amazon Web Services to leverage the latest cloud computing technologies.

Amazon Web Services (AWS)

The cloud computing division of Amazon that provides Uber with infrastructure and services to power its ride-matching and delivery operations.

WeRide

A Chinese autonomous vehicle company that is rapidly expanding its robotaxi services globally, posing a competitive threat to Uber's future autonomous ambitions.

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What’s next

Uber's expanded AWS partnership and potential Blacklane acquisition will be closely watched by investors to see if they translate into improved financial performance and competitive advantages for the ride-sharing company.

The takeaway

Uber's strategic moves to enhance its technology infrastructure and expand its premium offerings demonstrate the company's efforts to diversify its business and better position itself against growing competition in the autonomous vehicle and on-demand delivery spaces.