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Jeff Bezos Identifies Amazon's Custom Chip Business as Next Core Pillar

Jeff Bezos Identifies Amazon's Custom Chip Business as Next Core Pillar

Jeff Bezos Identifies Amazon's Custom Chip Business as Next Core Pillar
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How Microsoft Earnings vs. Amazon Earnings: Cloud AI Margins Under the Microscope

How Microsoft Earnings vs. Amazon Earnings: Cloud AI Margins Under the Microscope

A deep dive into the latest earnings from Microsoft and Amazon reveals a fierce battle for cloud and AI supremacy. We break down the numbers.
FactFable FactFable
Why strong Cloud Growth Can Hide AI Uncertainty

Why strong Cloud Growth Can Hide AI Uncertainty

Tech giants are reporting massive cloud revenue, but the impressive numbers may be masking a more complex and uncertain reality about AI's actual profitability.
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Nvidia Faces Stock Decline Amid AI Spending Concerns

Nvidia Faces Stock Decline Amid AI Spending Concerns

Nvidia Faces Stock Decline Amid AI Spending Concerns
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6 Ways Meta Earnings Could Change the AI Startup Landscape

6 Ways Meta Earnings Could Change the AI Startup Landscape

Meta's massive spending on AI is more than just a line item; it's a force reshaping the entire startup ecosystem. Here's what it means for you.
Reuters Reuters
Morning Bid: Chips jolted as momentum shifts in AI

Morning Bid: Chips jolted as momentum shifts in AI

A look at the day ahead in European and global markets from Tom Westbrook Chip stocks tanked across Asia on Tuesday, spooked by the twin threats of rising Chinese competition and mounting questions about the funding and longevity of the AI infrastructure boom.
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Amazon Reshaped Its Industry With a Single Strategic Move

Amazon Reshaped Its Industry With a Single Strategic Move

Discover the single strategic decision that transformed Amazon from an e-commerce store into a technology titan and reshaped the entire internet.
TheStreet TheStreet
Corning’s AI data-center trade hits a guidance wall

Corning’s AI data-center trade hits a guidance wall

Corning’s AI fiber sales surged, but its outlook exposed production limits and weaker phone demand.
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Amazon CEO Andy Jassy Explores AI-Driven Growth with Custom Chips and Neocloud Partnerships

Amazon CEO Andy Jassy Explores AI-Driven Growth with Custom Chips and Neocloud Partnerships

Amazon CEO Andy Jassy Explores AI-Driven Growth with Custom Chips and Neocloud Partnerships
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ARM's New AGI CPU and Its Impact on AI Chip Market

ARM's New AGI CPU and Its Impact on AI Chip Market

ARM's New AGI CPU and Its Impact on AI Chip Market
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Nvidia in Talks with OpenAI for $250 Billion Data Center Financing

Nvidia in Talks with OpenAI for $250 Billion Data Center Financing

Nvidia in Talks with OpenAI for $250 Billion Data Center Financing
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Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends

Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends

Neoclouds Poised to Reshape AI Compute Market Amidst Custom Silicon Trends