The Glaring Reason Microsoft Is Falling Behind Alphabet and Amazon
Key Points Amazon and Alphabet’s custom-designed chips are driving cost and efficiency improvements in hyperscale data centers. Microsoft…
Investors Should Buy the Stocks of These 3 OpenAI Partners Regardless of What Happens to OpenAI
Key Points Amazon’s $138 billion multiyear contract with OpenAI may sound large, but it is a relatively small…
Amazon Just Proved It’s No Longer an AI Underdog
Amazon (NASDAQ: AMZN) usually isn’t the first company you think of when it comes to artificial intelligence (AI)…
Nvidia, Microsoft, Amazon expand classified military AI use – The Mercury News
By Katrina Manson, Bloomberg The Pentagon has struck agreements with four more technology companies for expanded use of…
Amazon vs. Microsoft and the Great AI Capex Divergence
Andrey_Popov / Shutterstock.com Quick Read Amazon (AMZN) CEO is spending aggressively to secure AI infrastructure dominance despite 77%…
Pentagon clears 8 tech firms to deploy their AI on its classified networks
UPDATED 5/1/26 at 1:05 pm and 4:05 pm: This story was updated with further details from DoD and…
Earnings: Google is biggest AI winner, OpenAI could be a ‘surprise’ loser
00:11 Speaker A It’s been a big week for Big tech with five of the Mag 7 names…
Pentagon reaches deals with eight AI companies for military development
The Pentagon announced deals with eight artificial intelligence companies, including OpenAI, to deploy their products for use across…
Buoyed by OpenAI deal, AWS prepares for agentic future
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free…
Amazon vs. Microsoft and the Great AI Capex Divergence
Quick Read Amazon (AMZN) CEO is spending aggressively to secure AI infrastructure dominance despite 77% CapEx growth that…
Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon Proactive uses images sourced from Shutterstock The Pentagon…
Want in on AI Superstar Anthropic Before Its IPO? These 4 Companies Are Some of Its Earliest Investors.
This is shaping up to be the year of the mega-initial public offering (IPO). Although SpaceX has put…