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Amazon plans aggressive AWS capital spending to capture AI-driven cloud growth, maintaining strong profitability despite margin pressures. Microsoft and Google also ramp up AI infrastructure investme…
Oracle's strong cloud growth and AI integration drive premium valuations amid fierce competition from Microsoft Azure and Amazon Web Services, signaling cautious optimism for MSFT and moderate confid…
Snowflake's strong AI portfolio and expanding partnerships, including Microsoft, Amazon, and NVIDIA, drive growth despite valuation concerns. Competitors Amazon and Microsoft benefit from sector inno…
Microsoft plans a $30B AI-focused capital boost in fiscal 2026, enhancing Azure growth. Amazon and Google ramp up cloud and AI investments, intensifying competition in the AI infrastructure space.
Amazon.com expands its presence in Asia-Pacific by launching DOMO on AWS in the region, enhancing cloud service reach and market position.
Microsoft and other tech giants are set to nearly triple infrastructure spending to $1.4 trillion from 2025 to 2027, driven by AI and cloud growth, with Microsoft leading a steep capex surge to $376 …
IBM and AWS expanded a strategic collaboration to accelerate cloud and GenAI adoption in the Middle East, proposing a Riyadh innovation hub and local investments in talent, security, and industry-spe…
AWS grew 18% to $30.8B in Q2 and launched a NZ region with NZ$7.5B investment, boosting AI and regulated-industry demand while AWS expands global footprint amid strong Microsoft and Google Cloud comp…
Amazon will invest NZ$7.5bn (US$4.43bn) to build and operate AWS data centers in New Zealand, creating jobs, boosting GDP and expanding its global cloud infrastructure.
Amazon will invest NZ$7.5 billion to build an AWS infrastructure region in New Zealand, train 100,000 cloud workers, and expand with 10 availability zones plus new regions in Chile, Saudi Arabia and …
Alibaba posts triple‑digit AI product revenue growth and unveils a $53B three‑year AI/cloud investment, but pricing and monetization challenges persist; Microsoft Azure and AWS are highlighted as str…