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Alibaba BABA and Amazon AMZN stand as two dominant forces in global e-commerce, yet their trajectories in late 2025 reveal starkly different investment narratives. Both companies have expanded far ...

The PC took 20 years; AI could take 5. Why compressing decades of growth makes the 'absurd' capex boom appear rational.

UBS Global Technology and AI Conference 2025 December 2, 2025 2:15 PM ESTCompany ParticipantsNikesh Arora - Chairman ...

Buried beneath the AI hype was one revelation that might be as important as any model or chip is that AWS now operates nearly ...

The revolution of cloud architecture has taken it to one of the most prestigious and well-paid technology jobs globally today ...

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

If the product name sounds familiar, it should. It's a collab with Nvidia that combines AWS tech with the chip maker's tech.

Amazon Web Services and Google Cloud are arch-rivals in the cloud computing market, so it was surprising to hear them announce Monday that they’re working to make it easier for their joint customers ...

Invent conference to assert itself in the AI race that suddenly looks much bigger than OpenAI. Why it matters: Last week's ...