Amazon could invest up to $50B in OpenAI
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Amazon's growing portfolio of artificial intelligence initiatives will be in the spotlight in early February.
Cloud computing continues experiencing explosive growth as artificial intelligence drives unprecedented infrastructure demand. Amazon AMZN and OracleORCL represent two distinct approaches to capturing market share in this trillion-dollar opportunity.
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 been the strong revenue grower of the big three platforms.
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The artificial intelligence (AI) stock that's quietly building the future of cloud computing
CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.