Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...
Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) share a common theme: disappointing cloud businesses in a surging market. Shares of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon ...
Meta, Microsoft, Amazon, and Google parent Alphabet are expecting a cumulative $325 billion in capital expenditures in 2025, driven by their investments in artificial intelligence infrastructure.
In a significant move that underscores the tech industry’s commitment to artificial intelligence, major players like Meta, ...
Tech giants plan to spend billions of dollars to build their AI infrastructure, contrary to the frugal economics of Chinese startup DeepSeek's (DEEPSEEK) AI model. U.S. companies, including Alphabet's ...
Amazon has set the bar exceptionally high, announcing an unprecedented investment of over $100 billion in infrastructure, primarily focused on expanding its cloud computing arm, Amazon ...
Earnings growth has been robust, but AI growth didn’t match elevated expectations. President Trump’s threat of reciprocal ...
YouTube's advertising model has long been a source of frustration for its vast user base. The platform's approach to monetization, which often involves interrupting videos with ...
Tech giants Meta, Amazon, Alphabet, and Microsoft are set to spend a record $320 billion on AI and data centers in 2025, up ...
AI chatbots are fun, sometimes even useful and, until recently, endowed with the uncanny ability to mesmerize investors and ...
Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.
This week saw the remainder of the hyperscalers lay out their 2025 AI capex plans. And the investments continue to get bigger ...