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Browsing Tag

amazon

138 posts
MMicrosoft
Amazon vs. Microsoft and the Great AI Capex Divergence
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Amazon vs. Microsoft and the Great AI Capex Divergence

  • May 1, 2026
Quick Read Amazon (AMZN) CEO is spending aggressively to secure AI infrastructure dominance despite 77% CapEx growth that…
MMicrosoft
Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon
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Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon

  • May 1, 2026
Pentagon signs AI deals with OpenAI, Google, Microsoft and Amazon Proactive uses images sourced from Shutterstock The Pentagon…
AAnthropic
Want in on AI Superstar Anthropic Before Its IPO? These 4 Companies Are Some of Its Earliest Investors.
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Want in on AI Superstar Anthropic Before Its IPO? These 4 Companies Are Some of Its Earliest Investors.

  • May 1, 2026
This is shaping up to be the year of the mega-initial public offering (IPO). Although SpaceX has put…
AAI
AWS CEO Says AI Isn't Crushing Coding Jobs — but It Is Changing Them
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AWS CEO Says AI Isn’t Crushing Coding Jobs — but It Is Changing Them

  • May 1, 2026
Software engineers are still important to Amazon, according to AWS CEO Matt Garman. Loading audio narration… At Amazon’s…
MMicrosoft
Alphabet, Amazon, Meta, Microsoft Q1 2026 Earnings Surge Driven by AI and Cloud Computing - News and Statistics
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Alphabet, Amazon, Meta, Microsoft Q1 2026 Earnings Surge Driven by AI and Cloud Computing – News and Statistics

  • May 1, 2026
May 1, 2026 Four major technology companies delivered strong quarterly results on Wednesday, driven by expansion in artificial…
AAI
Big Tech’s $700 billion AI spending spree has no clear end in sight
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Big Tech’s $700 billion AI spending spree has no clear end in sight

  • April 30, 2026
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: SoftBank plans to list a…
AAgentic AI
Amazon Posts Strong Q1, Continues Push Into Agentic AI
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Amazon Posts Strong Q1, Continues Push Into Agentic AI

  • April 30, 2026
Net income was $30.26 billion, or $2.78 per diluted share, versus $17.13 billion, or $1.59 per diluted share,…
AAnthropic
Half of Google's and Amazon's blowout ‘AI profits’ came from Anthropic—not their core business
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Half of Google’s and Amazon’s blowout ‘AI profits’ came from Anthropic—not their core business

  • April 30, 2026
Four of the largest U.S. tech companies reported earnings Wednesday afternoon, confirming an AI capital expenditure buildout without…
AAnthropic
Anthropic’s Claude Mythos Reduces Export Controls To Blind Projections
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Anthropic’s Claude Mythos Reduces Export Controls To Blind Projections

  • April 30, 2026
Remember when Amazon.com was “Amazon.org”? If your answer to the previous question is yes, then you’re aging yourself.…
OOpenAI
What OpenAI Can Learn From Amazon's Dot-Com Bubble Struggles
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What OpenAI Can Learn From Amazon’s Dot-Com Bubble Struggles

  • April 30, 2026
In the dot-com bubble of the late 1990s, the first sign of the “bursting” came when the leaders…
GGoogle
Google Cloud pulls ahead as Big Tech's AI bet swells to $700 billion
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Google Cloud pulls ahead as Big Tech’s AI bet swells to $700 billion

  • April 30, 2026
By Aditya Soni and Deborah Mary Sophia April 30 (Reuters) – Alphabet’s blowout cloud growth has reset expectations…
GGoogle
Fortune Tech: Google Cloud crushes, Meta spend stumbles, AWS opportunity
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Fortune Tech: Google Cloud crushes, Meta spend stumbles, AWS opportunity

  • April 30, 2026
Good morning. Lots to talk about after yesterday’s Big Tech earningspalooza. One pressing question through it all: When…
AI
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