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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-…
Meta announced four new custom AI chips aimed at expanding generative AI inference, supported by $100 billion chip deals with Nvidia and AMD through 2026-2027 deployment.
NVIDIA is expected to report a strong Q4 fiscal 2026, driven by surging demand for AI infrastructure and datacenter GPUs, with revenues projected near $65 billion and significant earnings growth amid…
Meta Platforms is acquiring Singapore-based AI startup Manus for over $2 billion to enhance AI capabilities across its apps, boosting its position in Asia Pacific and generative AI commercial use.
Google Cloud renewed its strategic agreement with Qatar's MCIT to advance AI-driven digital transformation, emphasizing secure cloud services and long-term collaboration supporting Qatar's national v…
Nvidia is strongly positioned to benefit from rising AI demands, driven by shifts to GPUs, generative AI growth, and expanding agentic AI applications.
Anthropic projects rapid revenue growth, driven by strong enterprise AI demand, backed by Google and Amazon investments, boosting market confidence in related tech stocks.
Google Cloud expands partnership with Figma to integrate advanced Gemini AI models, enhancing design tools for 13 million users and accelerating creative workflows in a competitive AI-driven design s…