Cloud growth rates for Amazon, Microsoft, and Alphabet have reaccelerated in recent years, thanks to surging demand for AI. While each of the "Big Three" put up enviable growth in the calendar fourth ...

Cloud capacity is becoming one of the main constraints on enterprise AI adoption, and Amazon’s latest spending plans show how providers are responding. The company is preparing to commit roughly $200 ...

Technology has been in the midst of a once-in-a-generation shift during the past few years. Cloud computing was already widely used, but got a boost from the growing adoption of artificial ...

Amazon's cloud growth picked up in the fourth quarter, exceeding what analysts were expecting. The company posted $35.6 billion in cloud revenue, above the $34.9 billion FactSet consensus view. That ...

Amazon Inc. (NASDAQ:AMZN) is among the best machine learning stocks to buy according to analysts. Following its Q4 2025 results, UBS lowered its price target on the stock to $301 from $311 on February ...

Every time Eugene publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

Here are the worldwide cloud market-share rankings for the fourth quarter of 2025 for AWS, Alibaba, Google, Huawei, IBM, Microsoft, Oracle, Tencent and Salesforce. The global cloud market continues to ...

When Amazon expands, it often does so at a scale that reshapes entire industries. So when Amazon Robotics job cuts ...

It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them ...

Agentic artificial intelligence is forcing a fundamental reassessment of how enterprise software is sold, bought and priced, with implications for licensing models, cloud economics and the broader ...