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Amazon's cloud unit reports 28% sales growth, topping estimates: Amazon Web Services now accounts for over 20% of its parent company's total revenue.
cnbc.com/2026/04/29/aws-earnings-q1-2026.html

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Amazon AWS cloud capacity sold out through 2027, Andy Jassy says amid AI boom: Amazon CEO Andy Jassy says AWS cloud computing capacity is largely sold out ...
livemint.com/ai/amazon-aws-cloud-capacity-sold-out-through-2027-andy-jassy-says-amid-ai-boom-11792897912618.html

US tech giants warn Europe that ditching US tech giants could cost €115B: Amazon, Google, Meta among members of lobby group funding dire warnings over cloud ...
theregister.com/paas-and-iaas/2026/10/14/us-tech-giants-warn-europe-that-ditching-us-tech-giants-could-cost-115b/5303031

BofA stays bullish on a cloud titan that is down 25% : A $240 price target implies nearly 65% upside, but debt rating agencies warn a $42 billion cash drain ...
miamiherald.com/news/business/article317155399.html
Nvidia just sent a huge signal to investors ahead of earnings: Nvidia just went on record about an investment that reveals how the company sees its own future.
charlotteobserver.com/news/business/article316996983.html
Alibaba Is Morphing Into A Microsoft‑Amazon‑Nvidia Mashup - Alibaba Gr Hldgs (NYSE:BABA), ALIBABA GROUP H
benzinga.com/markets/tech/26/05/52562131/alibaba-is-morphing-into-a-microsoftE28091amazonE28091nvidia-mashup-as-chinas-ai-wave-accelerates

Microsoft Considers Legal Action Against Amazon And OpenAI Over $50 Billion Cloud Deal
emirates247.com/business/microsoft-considers-legal-action-against-amazon-and-openai-over-50-billion-cloud-deal/368

OpenAI expands government footprint with AWS deal, report says: OpenAI has reportedly signed a partnership with AWS to sell its AI systems to the U.S ...
techcrunch.com/2026/03/17/openai-expands-government-footprint-with-aws-deal/

ElevenLabs and Google Cloud expand AI partnership with NVIDIA Blackwell GPU support
thenextweb.com/news/elevenlabs-and-google-cloud-expand-ai-partnership-with-nvidia-blackwell-gpu-support

Alibaba: the AI kingmaker: A doctor anywhere likely loves using AI as a second opinion on her lawyers' legal advice, to prepare for a meeting or to ...
asiatimes.com/2026/01/alibaba-the-ai-kingmaker/

Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
cnbc.com/2025/12/11/oracle-lease-commitments-increase-almost-150percent-to-accommodate-ai-demand.html

Amazon to use Nvidia tech in AI chips, roll out new servers: Amazon.com's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future ...
reuters.com/business/retail-consumer/amazon-use-nvidia-tech-ai-chips-roll-out-new-servers-2025-12-02/

Amazon Details Cloud AI Game Plan. Why Its Stock Could Be 'Different AI Winner.': Amazon stock was lower Wednesday despite strong reviews from Wall Street about ...
investors.com/news/technology/amazon-stock-reinvent-ai-winner-google/

Tech’s AI debt surge cools market fever: Oracle is the most indebted, and analysts warn that it is at risk of a credit rating downgrade ...
english.elpais.com/economy-and-business/2025-11-22/techs-ai-debt-surge-cools-market-fever.html

Amazon AI capacity crunch pushed customers to rivals like Google: Amazon is seeing huge demand for AI cloud services. Keeping up with this demand has been a ...
businessinsider.com/amazon-ai-capacity-crunch-pushed-customers-to-rivals-google-anthropic-2025-11
Cracks are appearing in OpenAI’s dominant façade: A deal between Anthropic, Microsoft and Nvidia makes AI more circular
economist.com/business/2025/11/19/cracks-are-appearing-in-openais-dominant-facade

Paid articlePaywallGoogle debuts AI chips with 4X performance boost, secures Anthropic megadeal worth billions
venturebeat.com/ai/google-debuts-ai-chips-with-4x-performance-boost-secures-anthropic-megadeal

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