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EU antitrust regulators are examining Oracle's software licensing practices for potential vendor lock-in. A preliminary probe into whether Oracle restricts clients from migrating databases to rival c…
Analysts warn of a potential AI overbuild bubble as Big Tech projects record 2026 CapEx, crushing cash flow and weakening competitive moats.
Amazon Web Services announces OpenAI-compatible API support for SageMaker AI endpoints, enhancing its competitive positioning in the generative AI market and broadening developer accessibility.
The European Commission cleared Google's acquisition of Wiz, finding no competition concerns. Google remains behind Amazon and Microsoft in cloud market share with credible alternatives available to …
Google received EU antitrust approval for its $32 billion acquisition of Wiz, boosting its cybersecurity and cloud capabilities against competitors Amazon and Microsoft without raising competition co…
The EU approved Google's $32B acquisition of cybersecurity startup Wiz, enhancing Google Cloud’s security offerings amid rising AI-driven cloud adoption, while ensuring competition with Amazon and Mi…
OpenAI is reportedly negotiating a $10 billion funding round with Amazon, potentially using Amazon's AI chips, signaling strong AI involvement and strategic investment by Amazon.
Google announces general availability of Nutanix Cloud Clusters on Google Cloud, enhancing hybrid cloud solutions for enterprises.
Alphabet expands AI capabilities with Nano Banana Pro and Gemini 3, boosting generative AI and cloud growth. Microsoft’s AI revenue soars 175% yr/yr, challenging Google Cloud dominance. Amazon also i…
Microsoft leads strong cloud and AI growth with robust fundamentals but faces short-term capacity limits. Amazon and Google compete aggressively in cloud infrastructure and AI, supporting a cautiousl…
Microsoft secures a $9.7 billion multi-year deal with IREN to provide cloud-based GPU services using Nvidia hardware, boosting its data center and cloud offerings.
Amazon expects strong Q3 2025 growth driven by robust e-commerce sales, AI-enhanced AWS expansion, innovative advertising tools, and significant grocery delivery expansion, positioning the company fo…
Google Cloud announced GCUL, a private, permissioned Layer 1 blockchain for financial institutions with Python smart contracts and a CME Group pilot; community skepticism exists over its decentraliza…