In a significant move that underscores the growing reliance on high-performance computing resources for AI innovation, OpenAI and Amazon have entered into a landmark $38 billion cloud computing deal.
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 ...
Amazon's growing portfolio of artificial intelligence initiatives will be in the spotlight in early February.
Amazon’s AI chip Trainium is fueling AWS growth despite near-term margin pressure. Read more macro analysis here.
Now, it’s worth noting Stock Advisor’s total average return is 950 % — a market-crushing outperformance compared to 197% for ...
Overview Amazon depends mainly on AWS and retail recovery, but high AI spending may keep short-term profits under pressure.Alphabet shows stronger margins from ...
According to an IDC report, spending on AI infrastructure is expected to top $758 billion by 2029. This uptrend in spending ...