However, Amazon CEO Andy Jassy seems to be tired of hearing that, as he gave a robust defense of AWS and reasserted its cloud ...

OpenAI has signed a major lease in Bellevue, expanding its office footprint fivefold to accommodate over 1,000 employees near ...

The stock market's divergent reactions to Amazon, Microsoft and Google earnings reports indicate that tolerance for huge AI ...

Hyperscalers entering new phase of aggressive AI spending, with MSFT standing out for cash flow resilience while AMZN faces investor pressure over capex plans. MSFT free cash flow most resilient, ...

Capital expenditure and not new features could now become the clearest signal of cloud resilience, analysts say.

Big Tech’s AI spending plan has split investors, as analysts warn of bubble risks even while cloud growth signals a historic ...

Microsoft's ( MSFT) free cash flow is considered the “most resilient” of the major hyperscalers, BNP Paribas said.

Amazon AMZN stock dropped 10% Thursday after Q4 earnings miss and $200B capex guidance crushed estimates despite AWS beating ...

"As ​a reminder," said Jassy, referring to the results of cloud platform Amazon Web Services, "it's very different having 24% ...

Amazon.com shares slid 9% on Friday after the company outlined a planned $200 billion capital outlay for the year, stoking ...

Market analysts had forecast that Amazon’s capital expenditures would reach about $147 billion this year, mostly due to AI ...