In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It's a lot of ...

Jeff Wlodarczak of Pivotal Research thinks Amazon and Google have a leg up on Microsoft when it comes to one important aspect ...

Amazon stock is underperforming the S&P 500 heading into a crucial Q4 earnings report ...

The artificial intelligence boom has turned a once niche component, the data center accelerator, into the most contested piece of silicon on earth. Nvidia sits on top of that pile, but its grip is ...

We’re monetizing capacity as fast as we can install it,” said CEO Andy Jassy. The company joins Google and Microsoft in ...

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

Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, ...

Amazon shares took a hit in extended trading Thursday after the cloud giant missed quarterly earnings estimates and followed ...

Efforts to stem large AI developers’ dependence on the company are picking up speed, though the chipmaker’s dominance remains ...

Generative AI is hitting your smart speakers and displays, reigniting the rivalry between Amazon and Google in the smart home arena. Here's how their next-gen voice assistants stack up. I’m PCMag’s ...