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Nvidia reiterated its $4 trillion AI market forecast, bolstered by massive cloud capex announcements. Amazon secured a multi-generation custom silicon deal with Qualcomm to boost AWS infrastructure. …
Microsoft faces heightened scrutiny as quarterly capital spending surged to $41 billion, outstripping free cash flow by 2.1 times. Despite shares trading below fair value estimates, investors demand …
Amazon shares fell despite strong Q2 revenue and AWS growth, as management raised 2026 capital expenditures to approximately $220 billion. Investors worry that aggressive AI and cloud infrastructure …
Amazon's massive datacenter expansion and AWS growth drive strong momentum, supported by $125 billion capex. Microsoft and Google follow with hefty cloud investments, indicating robust AI infrastruct…