OpenAI breaks free of Microsoft's cloud With its newest partnership deal OpenAI gets the cloud freedom Anthropic always had. Axios · Apr 28
Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts. With demand surging, Amazon is moving beyond cloud into AI chips, and its growing silicon push is opening multiple new growth catalysts. Barchart · Apr 27
Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player. Barchart · Apr 27
Amazon Stock Surges Ahead of Q1 Earnings: What Lies Ahead? Amazon’s Q1 will reflect strong revenue momentum. However, profitability may face short-term headwinds due to heavy investment. Barchart · Apr 27
Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy? As artificial intelligence reshapes the global economy, the battle among cloud computing giants Microsoft, Amazon and Alphabet's Google Cloud is intensifying, with investors scrambling to pick the best stock for 2026 gains amid surging demand for data centers, AI infrastructure and enterprise software. International Business Times · Apr 25
Amazon Hits Record Highs Before Q1 Earnings: Is AMZN Stock Still a Buy? Amazon has hit record highs ahead of the Q1 2026 earnings. While the chances of a post-earnings rally look slim, the stock remains a good buy for long-term investors considering the kind of growth prospects the company brings to the table. Barchart · Apr 24
As GitLab Deepens Ties with AWS, Should You Buy GTLB Stock? GitLab just deepened its partnership with AWS and launched new AI agents. Here's what investors need to know before deciding whether to buy GTLB stock now. Barchart · Apr 24
Anthropic Commits $100B to AWS as Amazon Bets Up to $25B on AI Partner. Is AMZN a Buy Now? With billions flowing both ways, Amazon and Anthropic are building a decade-long AI powerhouse. Barchart · Apr 24
A $100 Billion Reason to Buy Amazon Stock Here Amazon’s new Anthropic deal effectively locks in over $100 billion of AI‑driven cloud revenue for AWS over the next decade. Is now the time to make the investment? Barchart · Apr 23
Amazon Q1 Earnings Preview: Can AI, AWS and Ads Power AMZN Stock Higher? Amazon’s first quarter will benefit from strong momentum in AI, cloud, and advertising businesses. Barchart · Apr 22
Barclays is Still Betting Big on Amazon Stock: AMZN Will 'Continue to Outperform' Barclays says AMZN stock will continue to outperform rivals, backed by explosive AWS AI growth, a $20 billion chip business, and booming grocery sales data. Barchart · Apr 22
Should You Buy, Sell, or Hold AMZN Stock as Amazon Invests $5 Billion in Anthropic? The AI startup will also use the tech giant's chips for training and compute. Barchart · Apr 22
Microsoft facing $2.8 billion UK lawsuit for overcharging 60,000 businesses using Microsoft Server on other clouds — Azure users allegedly received lower wholesale pricing A lawsuit alleging the company is overcharging Windows Server for non-Azure users has been certified to proceed to trial, although Microsoft is still appealing the decision. The lawyer handling the case alleges that the claim affects almost 60,000 businesses and is worth about $2.8 billion. Tom’s Hardware · Apr 22
'5% utilization is a math fail': Millions of GPUs worth billions are mostly sitting idle, report finds Most companies massively overprovision AI infrastructure, leaving GPUs and CPUs underutilized, while rising costs expose inefficiencies driven by fear and poor automation. TechRadar · Apr 21
The Independent UK · Apr 21 AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years Artificial intelligence company Anthropic has signed a new agreement to commit more than $100 billion over the next 10 years to Amazon’s AWS cloud platform to train and run its Claude chatbot
The Conversation · Apr 21 Cloud tech outages: how the EU plans to bolster its digital infrastructure When Amazon Web Services (AWS) went down globally in October 2025, millions of users were abruptly reminded how invisible yet indispensable cloud technology has become.
Barchart · Apr 21 Oracle Just Strengthened Its Ties with AWS. Does That Make ORCL Stock a Buy Here? ORCL stock gained on news that Oracle has expanded its relationship with AWS.
MarketBeat · Apr 20 Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a multicloud future is ahead.
Barchart · Apr 20 Earnings Preview: What To Expect From Amazon.com's Report Amazon.com is set to announce its first-quarter results next week, with analysts projecting single-digit growth in its bottom-line figure.
Barchart · Apr 15 AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.
TechRadar · Apr 15 Amazon’s new AI Bio Discovery tool can provide ‘every researcher’ with ‘lab-in-the-loop drug discovery’ – 40+ AI biology models can filter 300,000 novel antibody candidates down to the top results for testing in just weeks Amazon's new Bio Discovery tool can design and run experiments for antibody research and drug synthesis.
TechRadar · Apr 15 Europe wants tech sovereignty but is this realistic? Geopolitics drives Europe toward tech control, yet costs, complexity, and entrenched providers hinder meaningful autonomy.
MarketBeat · Apr 14 AI Civil War: Amazon Wins as Microsoft's Empire Cracks The potential expansion of OpenAI services into Amazon Web Services' cloud infrastructure highlights a shift in the long-term relationship with Microsoft.
TechRadar · Apr 14 OpenAI says Microsoft has ‘limited our ability’ to build customer base, praises new Amazon relationship Microsoft was "foundational" to OpenAI's success, but the ChatGPT maker is exploring new partnerships.
MarketBeat · Apr 14 Amazon Stock Surges 20%: Can the Rally Survive Earnings? Amazon’s ongoing rally is improving sentiment, but with earnings approaching, the stock faces a higher bar to sustain recent gains.