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Chinese AI startup Moonshot AI aims to reach $2 billion in annual recurring revenue ahead of a reported $50 billion Hong Kong IPO. Moonshot is in talks with Amazon, Microsoft, and Google regarding cl…
Qualcomm secured a multi-generational data center silicon deal with AWS for custom AI inference chips. Amazon received warrants to buy $4 billion in Qualcomm stock, contingent on up to $60 billion in…
Goldman Sachs has opened a new engineering hub in Bellevue, Washington, employing over 125 specialists in AI and cloud technology. The firm aims to harness Pacific Northwest tech talent to automate w…
Google Cloud and Accenture launched the Accenture Gemini Enterprise Business Group, training up to 1,000 forward-deployed engineers to drive corporate adoption of Gemini. The initiative tackles enter…
Microsoft plans to triple its data center capacity to over 38 gigawatts by 2032 to meet booming AI and cloud demand. Despite capacity constraints temporarily pushing some clients to competitors, anal…
Microsoft is overhauling its financial reporting into two segments starting in fiscal 2027: Agents and Infra, and Devices and Consumer. Crucially, Microsoft will disclose quarterly Azure dollar reven…
Amazon projects around $220B in 2026 capex for AWS and AI, while partnering with OpenAI to extend ad campaigns directly into ChatGPT. Meanwhile, Ohio may renegotiate data center tax incentives, and W…
Analyst commentary highlights SpaceX's aggressive AI spending and unfeasible revenue targets following its post-IPO slide. While Elon Musk targets $3.5 trillion in revenue by 2033 via AI data centers…
Microsoft plans to more than triple its data center capacity to over 38 gigawatts by 2032. The aggressive expansion aims to resolve severe server shortages that previously forced the company to turn …
Microsoft trades at 27.8 times earnings with industry-leading 46.8% operating margins and 43% Azure growth. However, massive capital spending of roughly $175 billion weighs on free cash flow compared…
Oracle displays a rare call-heavy options skew ahead of earnings despite negative free cash flow. In contrast, cloud competitors Microsoft and Amazon easily fund massive AI capacity expansions from o…
Hyperscalers are capitalizing on massive AI infrastructure buildouts while offering long-term exposure to quantum computing. Amazon's AWS growth accelerated 37% year over year with triple-digit expan…
Salesforce surged following a strong Q2 earnings beat, driven by rapid Agentforce ARR growth exceeding $1.5 billion. Analysts set a $364 price target, highlighting compelling valuation upside compare…
Bit Digital posted Q2 revenue of $32.1 million, driven by cloud infrastructure growth. Notably, the company secured a $50 million loan by collateralizing its Ethereum treasury rather than selling tok…
Amazon faces rising margin pressure as Ohio and over ten other states reconsider lucrative data-center tax exemptions. While not threatening Amazon's balance sheet immediately, rolling back subsidies…
Oracle reports massive AI infrastructure expansion with accelerating IaaS growth and 97.5% GPU utilization. Its strategy of embedding datacenters inside AWS, Azure, and Google Cloud highlights sustai…
Amazon's AWS revenue jumped 37% with a massive backlog, but soaring AI datacenter capex pushed free cash flow to negative $7.6 billion. While diversified revenues offer a cushion against elevated int…
HSBC remains bullish on AI but cautions that hyperscalers like Microsoft face surging capex and near-term free cash flow headwinds. However, strong enterprise demand, accelerating corporate adoption,…
Alphyn Capital Management highlighted Amazon in its Q2 2026 letter, citing AWS growth reaccelerating to 28% with 38% operating margins and a surging AI backlog. Despite capex reaching near $200 billi…
At a Goldman Sachs conference, Microsoft CFO Amy Hood highlighted AI monetization, multi-model strategies, and enterprise trust. She emphasized that Azure dock-to-live deployment times dropped over 5…