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Tech giants drive AI expansion as Nvidia reaffirms a $4 trillion AI market by 2030, Apple introduces AI-powered iPhone hardware, and Amazon AWS inks a multi-generation custom chip partnership with Qu…
Stanley Druckenmiller and Cathie Wood both substantially boosted positions in Amazon and Alphabet during Q2. Amazon saw accelerated AWS revenue growth of 37% and expanding margins, while Alphabet off…
AI-driven business formation surged 45% since ChatGPT's launch, outpacing overall US growth. Startups boost demand for cloud, chips, and software, benefiting infrastructure providers despite mixed em…
NVIDIA and Microsoft are deepening their partnership to integrate AI hardware and software directly into Azure and Windows. This collaboration aims to scale enterprise AI adoption, cementing Nvidia's…
Anthropic has launched its advanced Claude Fable 5 and Mythos 5 models. Amazon has integrated Claude Fable 5 into its Bedrock and AWS platforms, positioning itself to better support enterprise-grade …
Amazon is deepening its AI strategy through a significant Anthropic partnership on AWS. While regulatory headwinds in the EU threaten cloud access and Australian product recalls persist, the company …
CoreWeave became the first cloud provider to deploy Nvidia's Vera Rubin NVL72 AI systems. This rollout underscores strong enterprise demand for high-performance inference capabilities and reinforces …
CoreWeave’s massive $99.4 billion revenue backlog underscores explosive AI infrastructure demand. Microsoft remains a dominant competitor, with its Azure division reporting a 99% year-over-year incre…
Anthropic raised $65 billion, reaching a $965 billion valuation. The funding includes major hyperscaler commitments from Amazon, Google, and Microsoft. The massive capital injection highlights the gr…
Microsoft posted strong revenue growth driven by cloud and AI, but stock faces pressure amid valuation concerns and rising costs. Analysts remain bullish, citing durable growth and a compelling buy o…
Citigroup upgrades Nvidia, forecasting strong sales growth above consensus in 2H 2026, driven by AI platforms and cloud infrastructure demand, with bullish long-term margin and revenue prospects.
Amazon plans massive $200B capital expenditures in 2026 focused on AI despite a Q1 operating income forecast below estimates, causing shares to drop nearly 8% in extended trading.
Meta substantially increased AI-related capital spending, boosting revenue through improved recommendations and advertising demand. Strong AI-driven growth and user engagement underpinned Meta’s posi…
Nvidia, Amazon, and Microsoft plan a combined $60 billion investment in OpenAI to support AI development, though concerns over a potential AI sector bubble arise due to cyclical funding and inflated …
Alphabet strengthens AI leadership with a multi-year partnership powering Apple's AI features, boosting Google Cloud growth and diversifying revenue amid competitive AI market dynamics.
Amazon's stock rose over 3% due to AI infrastructure optimism via AWS, despite a class-action lawsuit over pandemic price gouging and significant insider selling by Jeff Bezos.
Marvell Technology benefits strongly from the AI boom, growing partnerships with Amazon AWS and NVIDIA, and expanding its AI networking portfolio, while AMZN gains from collaboration. NVDA also profi…
Microsoft advances water-efficient data center cooling technology amid rising AI-driven energy demands and industry-wide challenges in managing heat and outages.
Vast Data signed a $1.17B deal with CoreWeave, Nvidia-backed, to bolster AI cloud infrastructure, boosting Vast's revenue and fundraising prospects amid growing generative AI demand.
Amazon drives steady growth despite inflation and tariffs, powered by AWS expansion and AI investments boosting margins and demand globally.