Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.

Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing ...

Marvell Technology confirms XPU programs for Amazon and Microsoft on track to ramp in 2026, will add $2B in revenues by 2028.

Microsoft (MSFT) and Amazon (AMZN) were downgraded to neutral by Rothschild due to high AI spend and profit uncertainty. Amazon Web Services posted 20% growth in the third quarter, with AI ...

Tech giants are undergoing a massive workforce overhaul in 2025, with over 122,000 employees laid off. This significant ...

Wedbush Securities sees Microsoft (NASDAQ:MSFT) as the clear leader in artificial intelligence (AI) right now, likening the Satya Nadella-led tech giant to a "Bugatti" going at "100 miles an hour." ...

T-Mobile names a new chief operating officer, Microsoft and Amazon execs depart, and a Redfin vet joins RentSpree as CTO.

Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.