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Amazon vs. Microsoft and the great AI capex divergence
CEO is spending aggressively to secure AI infrastructure dominance despite 77% CapEx growth that crushed free cash flow to $1 ...
A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar ...
Here’s Microsoft Azure, AWS and Google Cloud’s financial results for the first quarter of 2026 for cloud AI revenue, sales ...
The cloud and software giant's latest results were strong on the surface, but a closer look reveals why it could be the ...
Amazon had $143.1 billion in cash and equivalents in the bank as it exited Q1 2026, and it can afford to invest heavily in AI ...
Ever feel that cloud computing sounds like a pile of acronyms, hidden fees and choices you are somehow meant to understand straight away? Many readers worry about cost, security and where their data ...
The big three cloud service providers, Amazon ( AMZN ), Google ( GOOG) ( GOOGL ), and Microsoft ( MSFT ), demonstrated to ...
"AMZN's future revenue visibility is aided by its $364B backlog (excludes $100B for latest Anthropic deal) and $225B of ...
Researchers say the campaign targeted developer credentials and cloud secrets while abusing trusted publishing and AI coding ...
In term of the big three cloud platforms, Google is enjoying the fastest growth rate at present, more than twice the speed of ...
AWS brings OpenAI models to Amazon Bedrock, escalating its enterprise AI battle with Microsoft while launching new agentic AI ...
Amazon is bringing OpenAI's models and Codex to AWS after Microsoft’s shift away from exclusivity, giving cloud customers ...
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