Amazon’s cloud computing business delivered its strongest growth since 2022, pushing quarterly results past expectations. The company is simultaneously accelerating AI investments while cutting thousands of corporate roles in a strategic realignment.
Amazon Web Services is accelerating its infrastructure buildout at unprecedented scale, adding 3.8GW of data center capacity in just 12 months. The cloud giant’s massive power expansion reflects the intensifying demands of AI workloads and competitive cloud market dynamics.
Intel is reportedly in early talks to acquire AI solutions provider SambaNova Systems. This potential $5 billion deal could reshape the competitive landscape against Nvidia and other AI chipmakers. Here’s what it means for the industry.
Microsoft’s market value returned to $4 trillion following a new OpenAI partnership that gives the tech giant a 27% equity stake. With earnings expected to show 15% revenue growth, the question remains whether AI enthusiasm matches business reality.
Microsoft’s latest Windows 11 update introduces Fluid Dictation, powered by on-device small language models that process speech locally. This represents a significant shift toward privacy-preserving AI that doesn’t require cloud connectivity. The technology could reshape how voice interfaces handle
From semiconductor sales engineer to principal analyst, Dave Altavilla’s career spans the entire computing revolution. His unique perspective bridges technical implementation with market analysis across three decades of silicon evolution.
Microsoft’s stake in OpenAI is now valued at approximately $135 billion under a restructured partnership that extends IP rights through 2032 and introduces independent AGI verification. The new terms create unprecedented flexibility for both companies.
Microsoft’s fiscal Q1 2026 earnings will test whether AI investments are paying off. With Copilot deployments potentially driving $25B in new revenue and Azure growth exceeding expectations, the tech giant faces a critical quarter for its AI strategy.
Microsoft is officially testing a free, ad-supported version of Xbox Cloud Gaming. The plan includes preroll ads and session limits, marking a strategic shift in Microsoft’s gaming approach.
As earnings season hits peak intensity with tech giants reporting, investors face a triple threat of corporate results, Federal Reserve policy, and high-stakes trade diplomacy. The convergence creates a perfect storm for market volatility with AI spending, cloud growth, and consumer demand under mic
