Here’s hoow AWS, Microsoft Azure and Google Cloud fared during the third-quarter 2025 in terms of cloud revenue, cloud sales ...
OpenAI and AWS ink a seven-year, $38B infrastructure deal for hundreds of thousands of NVIDIA GPUs and access to tens of ...
Commitment to invest $38 billion to run its workloads on AWS follows last week’s promise to buy $250 billion of Azure ...
The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’s pricing power problem ...
The pressing question for any serious investor looking at long-term returns is this: Between Amazon Web Services (AWS) and Microsoft Azure, who has the structural advantage? We’re talking about the ...
Six of the "Magnificent 7" tech giants have reported their latest quarterly earnings and the results have received a mixed ...
Live Updates Live Coverage Updates appear automatically as they are published. Get The Best Amazon Live Earnings Coverage ...
In case you weren’t sleeping last night, or connected through Microsoft’s online services, you might have experienced some ...
Amazon will report earnings after the closing bell on Thursday. Analysts want updates on AI progress, AWS, and retail margins ...
Big Tech’s earnings season continues in earnest after the bell on Wednesday with Google ( GOOG, GOOGL ), Meta ( META ), and ...
Amazon faces investor scrutiny as AWS lags rivals and tariffs hit commerce. Discover key catalysts ahead of earnings.
Speakers at the major conference were all in on agentic AI. But between sessions, some leaders voiced concerns.