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Amazon Web Services confirmed its $5.3 billion cloud region in Saudi Arabia will launch in December 2026. AWS also expanded its partnership with Humain to supply up to 50MW capacity for Saudi Arabia'…
BofA warns hyperscaler capex could hit $1.2T by 2027, turning aggregate free cash flow negative through 2028. Alphabet's FCF went negative for first time since 2004; Amazon also negative. Strong clou…
Amazon reported strong 2025 results with 12% net sales growth to $716.9B and AWS expanding 28% YoY in Q1 2026. AWS AI revenue exceeded $15B run rate, while custom chips hit $20B annually with triple-…
Microsoft expands Nordic data centers for AI with a $6.2B Norway investment across Sweden and Denmark. Meanwhile, a court dismissed Elon Musk's time-barred claims against Microsoft in his OpenAI laws…
Bill Ackman's Pershing Square reveals major new Microsoft stake, arguing recent weakness is overblown. He defends Microsoft's $190B AI capex as strategic long-term investment while highlighting the c…
Amazon launched Alexa Shopping features, introduced business credit cards, secured long-term power deals for data centers, and expanded AWS Connect partnerships to enhance operational efficiency and …
Nvidia will supply over 1 million GPUs and chips to AWS through 2027, supporting AI inference and cloud infrastructure, signaling strong long-term growth for both companies.
Amazon raised $36.81 billion through senior notes to finance $200 billion in 2024 capital expenditures focused on AWS data center expansion.
Two former Nvidia executives join AI-focused investment firm Era, strengthening ties with Nvidia and expanding venture exposure in AI startups and cloud infrastructure.
Microsoft plans $115 billion capex in 2026 focusing on AI, causing valuation pressure amid heavy spending and slower Azure growth, while remaining financially stable compared to peers.
Amazon plans $200 billion capex mainly for AWS AI infrastructure through 2026, driving long-term revenue growth despite near-term margin pressure amid strong AI demand and partnerships with OpenAI.
Amazon accelerates AI deployment in cloud and retail, driving strong growth and capital expenditures. Google Cloud matches AI momentum with significant revenue gains. Both show enterprise-wide AI ado…
SentinelOne reported strong Q3 growth in AI and cloud security but missed revenue guidance, causing negative market reaction. Nvidia’s strong five-year gains highlight its leadership, suggesting conf…
Microsoft’s Azure remains a top cloud provider with strong free cash flow and solid sustainability management, supporting robust long-term investor confidence.
Google partners with Turkcell to introduce Google Cloud services in Turkey, backed by a $1 billion investment in data centers and technology, aiming to boost innovation and competitiveness for Turkis…
Microsoft and G42 announced a $15 billion investment to expand data center capacity in the UAE, enhancing Azure cloud and AI infrastructure with approval to use Nvidia chips, boosting Microsoft's lon…
Microsoft secured a $9.7 billion, five-year deal with IREN for Nvidia AI chips and data center access, accelerating AI growth with sustainable infrastructure.
Alphabet's Q3 2025 expects steady growth fueled by AI initiatives in Search, YouTube, and Cloud, despite rising AI investment costs and fierce competition.
Amazon's Project Rainier aims to regain AWS AI market share, with Deutsche Bank forecasting strong Q4 revenue growth and significant Q3 gains amid heavy investments.
Google invests $5.82 billion in Belgium data centers and launches Gemini Enterprise AI platform. BMO raises Alphabet's price target to $294, signaling strong growth potential.