AWS just posted $42.2 billion in revenue with its fastest growth in 18 quarters and the AI platform saw more spending last ...

Meta Platforms still has some work to do before it can turn around its fortunes.

Amazon's AI division is undergoing significant restructuring and consolidation. Several flagship in-house models are being ...

Amazon just posted one of its best quarters ever.

Amazon is consolidating its AI efforts, shutting down its AGI Lab and reallocating resources to a streamlined frontier-model initiative led by renowned roboticist Pieter Abbeel.

Microsoft and Amazon both beat cloud expectations this week, and Microsoft's headcount fell for the first time since 2016.

Taiwan suppliers to U.S. leaders such as Nvidia, Amazon and Google remain poised to benefit from the AI boom, says TriOrient Vice President Dan Nystedt ...

Google, Amazon, Microsoft and Meta have spent more than $1 trillion on artificial intelligence infrastructure since 2023. The total reached about $1.1 trillion ...

As Amazon, Google, and Apple overhaul Alexa, Siri, and Gemini with generative AI, high infrastructure costs and deep ecosystem moats continue to prevent new competitors from breaking into the smart ...

The size of their respective cloud businesses matters, but there are other important considerations.

Hyperscaler CapEx is going vertical. Coleman is positioned with five mega-cap names sitting directly on top of the AI infrastructure supercycle.

Dean Smith, chief strategist and portfolio manager at FolioBeyond, says this week's earnings results from Apple and Amazon – ...