Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...
Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) share a common theme: disappointing cloud businesses in a surging market. Shares of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon ...
Meta, Microsoft, Amazon, and Google parent Alphabet are expecting a cumulative $325 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure.
Amazon has set the bar exceptionally high, announcing an unprecedented investment of over $100 billion in infrastructure, primarily focused on expanding its cloud computing arm, Amazon ...
Tech giants plan to spend billions of dollars to build their AI infrastructure, contrary to the frugal economics of Chinese ...
E-commerce giant Amazon reported strong earnings Thursday but, like its big tech peers Microsoft and Google, saw its stock ...
Amazon's beat Wall Street's overall expectations with $187.8 billion in net sales, up 10%, and came in well ahead on the ...
Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.
Advanced Micro Devices Inc (NASDAQ: AMD) tumbled Wednesday after Citi downgraded the stock from Buy to Neutral, citing ...
The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most recent earnings call that it expects to spend $75 billion on capital ...
Developing AI technology is not cheap at all. It costs billions of dollars to train AI models, and this is why most of the ...