Both Amazon and Microsoft are benefiting from the AI arms race.

In 2026, Alphabet expects to spend between $195 billion and $205 billion, while Amazon expects to spend around $220 billion.

Amazon's custom chip business is growing in popularity.

Taiwan Semiconductor has its fingerprints all over the modern data center.

The company's cloud computing investments are starting to pay off.

EC2 has powered the likes of Airbnb, Slack, and Instagram. Now it’s part of the $42.2 billion AWS unit.

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...

OpenAI has come to terms on a massive 7-year, $38 billion deal with Amazon Web Services to secure cloud computing capabilities needed to power its suite of advanced AI tools such as ChatGPT and Sora.

Amazon's market value topped $3 trillion ⁠for ⁠the first time on Monday, helped ⁠by a sharp rally following strong earnings and signs that the AI ​boom is driving fresh demand for its cloud-computing ...

The European Commission opened three investigations into cloud computing under the Digital Markets Act, honing in on Amazon.com and Microsoft's popular services. The European Union's executive arm ...