Anthropic is locking in massive TPU capacity on Google Cloud—up to one million chips over the life of the deal—mirroring its ...

Analyst maintains Overweight rating on AMZN with $305 price target, citing strong cloud and AI momentum, upcoming re:Invent conference, and partnerships with Anthropic and OpenAI.

There’s a lot about Amazon’s efforts to put itself in the middle of the AI frenzy that hasn’t gone to plan over the past ...

As Google and Microsoft continue to surge, the AWS chief lays out his pitch: cheaper, reliable AI delivered at hyperscale.

Project coming online last week beat Amazon competitors into the market, and total investment may eventually exceed $11 billion, county official says.

Lyft is deploying agentic AI from Anthropic on AWS to streamline rider and driver support, cutting resolution times and ...

AWS is releasing a lot of new AI tech, but the cloud infrastructure giant's enterprise customers may not be ready for it yet.

Amazon Web Services launched its in-house-built Trainium3 AI chip on Tuesday, marking a significant push to compete with ...

Amazon said “UltraServers” powered by its in-house Trainium 3 chips are now available, looking to rival Nvidia and Google.

Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Making Moves on Wall Street. On November 18, Rothschild & Co Redburn’s Alexander Haissl downgraded the stock to “Neutral” from buy with a $250 ...

The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’s pricing power problem Amazon.com Inc’s (NASDAQ:AMZN) $38 billion OpenAI ...