The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

OpenAI's Sam Altman sparked fears of an AI bubble. Business leaders like Bill Gates, Mark Cuban, and Jensen Huang disagree over whether one exists.

Microsoft says the ESU program is "not intended as a long-term solution but rather as a temporary bridge to stay secure while one migrates to a newer, supported platform."  Windows security ...

The AI boom is visible from orbit. Satellite photos of New Carlisle, Indiana, show greenish splotches of farmland transformed ...

Amazon, Microsoft, and Google—leads the cloud industry, creating a financial loop unmatched by other tech giants like Meta.

The market is still being fueled by bullish bets on AI. BofA's Michael Hartnett says two assets in particular could hedge ...

Amazon stock upgraded to 'Buy' as AWS growth surges, reinforcing its cloud dominance. Click here to know why AMZN remains a ...

Amazon.com Inc. posted robust cloud growth that reassured investors that the tens of billions of dollars the company and its peers are pouring into artificial intelligence will pay off.

A new investigation details how the tech giants Google and Amazon violated their own terms of service in a lucrative contract ...

Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than ...

Silicon Valley’s mega AI spending spree isn’t slowing down anytime soon. But Wall Street’s patience to see a return might be wearing a little thin.

Amazon announced earnings per share of $1.95, exceeding the expected $1.57—a 25% surprise that caught Wall Street completely ...