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Barclays reiterates Overweight on Amazon due to faster AWS and AI growth and an OpenAI deal boosting AWS investment. Amazon MGM’s Project Hail Mary performs strongly globally and domestically, reinfo…
Alphabet's Gemini AI platform sees rapid API request growth, boosting cloud AI business and promising higher Q4 profits despite mixed user feedback.
Amazon Web Services partners with German supplier Aumovio to support AI-driven autonomous truck deployments by Aurora, aiding commercial rollout starting in 2027.
Wedbush analysts highlight Microsoft's underestimated Azure and AI growth potential in 2026, projecting a $25 billion top-line boost and strong cloud-driven earnings momentum.
Microsoft announces the availability of Mistral Large 3 on Azure, enhancing its cloud AI capabilities and expanding service offerings.
Google Cloud secured a major NATO contract for an advanced air-gapped AI platform, signaling growing demand for sovereign, secure AI infrastructure in defense sectors.
AI startup Lambda partners with Microsoft to deploy tens of thousands of Nvidia AI chips, boosting prospects for both companies in AI cloud technology.
Reliance announced a new wholly-owned AI unit, Reliance Intelligence, and a deeper AI partnership with Google to deliver easy-to-use AI services across India.