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Microsoft is still winning the cloud war against Google — but in AI, it's all to play for
Competition between the two old rivals is heating up when it comes to cloud and AI dominance.
Beatrice Nolan
CHART: Big Tech is going wild on AI spending next year and beyond
Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond,…
Eugene Kim
The cloud rises and AI pays off — 3 takeaways from tech's big earnings week
It's been a big week. Here's what Big Tech earnings told us about cloud, AI, and chips.
Alistair Barr,Kwan Wei Kevin …
Microsoft reports stronger-than-expected earnings as it ramps up capital spending
Microsoft reported better-than-expected first-quarter results and continued to ramp up its capital …
Tim Paradis
Stock market today: Microsoft, Meta drag tech stocks lower on concerns over AI spending
Tech shares dropped on Thursday, led by mega-cap titans Microsoft and Meta. Investors were bracing …
Kelly Cloonan
Wall Street is bullish on Amazon earnings despite uncertainty around consumer spending, rising investment costs
Wall Street analysts are mostly bullish heading into Amazon's earnings report. AWS is a bright spot…
Filip De Mott
Google is moving fast again — but big problems cloud its path
Google used a launch event of new AI devices and features to show it's not standing still, but plen…
Hasan Chowdhury
Nvidia drops to extend post-earning decline to 13% as questions linger around AI spending
JPMorgan said Nvidia's earnings results are the "antithesis of the dot-com era," but that its custo…
Matthew Fox
Microsoft has investors really freaking out about Big Tech's AI spending
Microsoft's shares dropped in late trading after its Azure revenue growth disappointed even as the …
Ana Altchek
Meta, Amazon, and Alphabet are spending big in a battle to dominate AI. It might not end well.
Big Tech giants concede that AI is costing huge sums of money with little return on investment righ…
Lakshmi Varanasi
4 reasons why Wall Street's anxiety over excessive AI spending boom is 'premature,' Bank of America says
Investors are "premature" to worry over the spending AI wave, as a few catalysts still lie ahead, B…
Filip De Mott
Indian Gen Z spend 73% more time learning AI skills than other generations: Report
Gen Z professionals in India are more interested in acquiring Artificial Intelligence (AI) skills t…
Microsoft is reportedly telling hundreds of AI and cloud staff to consider leaving China
Microsoft is offering workers the chance to relocate to countries like the US, Ireland, and Austral…
Beatrice Nolan
Amazon, Microsoft, and Alphabet are doubling down on AI for the cloud and it seems to be paying off
Amazon, Microsoft, and Alphabet have buckled down on their AI strategies, and it's paying off for t…
Aaron Mok
Cloud spending in India grew by nearly 22% in 2022, says Bessemer Venture Partners
Cloud-based companies operating in the Indian market are pursuing a multi-product approach. Previo…
Microsoft's going to keep spending big as AI continues to boom
The company shelled out nearly $11 billion for property and equipment in the third quarter — …
Shubhangi Goel
Indian enterprises to up AI spending by 68% in 2024: Report
About 68 per cent of IT leaders stated they are gearing up for an increase in Artificial Intelligen…
Amazon is spending less on warehouses — and more on AI and its cloud business
Amazon is competing hard in the AI arms race. It says it's got the resources to help customers depl…
Sindhu Sundar
In cloud, there's AI (which is hot) and everything else (which is not)
The changing dynamics of the cloud industry, with AI Cloud gaining traction and the slowing growth …
Alistair Barr
It is super important to honour users' privacy with AI phones: Samsung's JB Park
When it comes to enhancing personal experiences for consumers based on generative AI, it means that…