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Google Cloud trails Microsoft Azure by $4.6 billion in quarterly revenue despite Alphabet's surging capital expenditures of $44.9 billion. With shares trading at a rich premium to fair value estimate…
Alphabet shares dropped 5.5% following the departure of key AI researchers to competitors, unfavorable court rulings regarding addictive platform designs, and investor skepticism over high AI expendi…
Amazon hosted its India Summit, highlighting its $35 billion investment in local cloud and AI infrastructure. Despite strong 28% AWS growth in Q1 2026, massive global capex plans of $200 billion and …
Citi upgraded Amazon's price target citing strong AWS growth driven by AI infrastructure demand, with major contracts from OpenAI, Anthropic, and Nvidia boosting revenue forecasts through 2027.
Amazon reported record Q4 2025 revenues and strong AWS growth but faces near-term cash flow pressure due to heavy investments and high valuation, suggesting investors hold existing positions and wait…
Amazon shares fell nearly 10% after mixed Q4 results and a significantly increased 2026 capex outlook focused on AI investments, raising investor concerns about return timelines despite strong AWS gr…
Alphabet surpassed Q4 revenue estimates driven by strong Google Cloud and advertising revenue, boosting its operating margin to 32%.
Amazon launches a sovereign cloud in Europe to comply with stricter EU data regulations and expand services, investing €7.8B to enhance regional control and compete amid regulatory scrutiny on Big Te…
EU antitrust regulators will decide by February whether to approve Alphabet's $32B Wiz acquisition, critical for boosting Google Cloud security and competing with Amazon and Microsoft.
Dell is expanding its cloud and AI server business amid strong market demand. Microsoft and Alphabet show robust cloud revenue growth, intensifying competition in the AI infrastructure market.
Marvell Technology and Microsoft expand their collaboration, enhancing Azure's global cloud security services in Europe, potentially strengthening Microsoft's cloud market position.
Microsoft shares rose after Google withdrew its antitrust complaint in the EU, easing legal pressure yet broader regulatory scrutiny on Microsoft’s cloud business remains ongoing.
Microsoft shares rose 1.5% after Google withdrew its EU antitrust complaint, reducing legal pressure. However, EU regulators continue probing Microsoft's cloud licensing and pricing practices with po…
Microsoft shares rose after Google withdrew its EU antitrust complaint, reducing legal risks despite ongoing regulatory scrutiny of Microsoft's cloud business practices.
Alibaba's Q2 2026 results showed revenue growth but severe profit declines due to heavy investments, while Amazon, Microsoft, and Google dominate the cloud market with strong positions and growth, pr…
Amazon commits $50 billion to expand AI and supercomputing infrastructure for U.S. government clients, enhancing AWS GovCloud with cutting-edge data centers starting 2026.
Alphabet plans a €5.5 billion investment to expand its German data infrastructure, boosting local job creation with significant economic impact expected in the region.
Alphabet plans a €5.5 billion investment in Germany to expand its data center infrastructure, boosting its European footprint and capacity.
Amazon secured a $38 billion deal with OpenAI, boosting AWS's AI infrastructure leadership and driving strong Q3 results. The partnership, combined with robust retail growth and raised guidance, posi…
Amazon Web Services announced FastNet, a high-capacity transatlantic cable connecting the US and Ireland, operational in 2028 to enhance data pathway diversity.