Rumors of the data center building boom's demise may have been exaggerated, as Microsoft, Amazon, Google and Meta are ramping ...

Power and GPU scarcity continues to be center stage. Executives repeated the phrase “critical‑path” when discussing megawatt ...

Nvidia's financial health is robust, with consistent earnings beats, strong revenue growth, and significant stock buybacks.

For investors with a long-term perspective, the recent pullback is a great opportunity to buy shares of industry-leading companies at lower valuations that can set up excellent returns. To give you ...

Amazon (AMZN) delivered a strong earnings performance in the first quarter of 2025, a signal to investors that the e-commerce ...

Amazon’s iffy guidance came as the company’s most profitable business unit, Amazon Web Services Inc., missed revenue expectations for the third time in a row. The unit delivered sales of $29.27 ...

Amazon.com, Inc.'s Q1 '25 earnings shine with AWS and ads growth, yet tariff challenges loom. Click for how AI investments & ...

Ultimately, Amazon and Microsoft will be complementary in their AI approaches, but Microsoft has the upper hand as OpenAI ...

According to Brian Olsavsky, AWS had a backlog of $189 billion, up 20 percent year on year, as the March quarter came to a ...

The container orchestration platforms powering today's AI services handle increasingly sensitive intellectual property and ...

Microsoft CEO Satya Nadella said the compute giant is keeping its plans flexible enough to account for long-term strategic ...

Amazon continues to invest in infrastructure to run artificial intelligence models from Anthropic and other clients.