Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

Microsoft hired three former members of Google DeepMind, which was originally co-founded as a startup research lab by ...

The chart above points toward an increase of 14% and 17% in Microsoft's earnings over the next two fiscal years. That's why ...

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

Despite Amazon’s plans to invest nearly $100 billion in cloud infrastructure this year, CEO Andy Jassy has cautioned that ...

Speaking with investors on an earnings call, CEO Andy Jassy suggested Amazon may spend more than $100 billion in the year ...

Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...

Amazon said Thursday it plans to boost its capital expenditures to $100 billion in 2025, as it continues its AI investments.

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model ...

The results echoed the slowdown at Microsoft and Alphabet-owned Google, and highlighted how U.S. cloud-computing giants were ...