Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...

Amazon.com, Inc.'s digital ad business & AWS show strong growth, with AWS boasting a 38.1% operating margin in Q3. Click for ...

Think of it as the ultimate offload model. One of the geniuses of the cloud – perhaps the central genius – is that a big ...

Masayoshi Son is one of the most celebrated investors in modern history. As CEO of Japanese holding company SoftBank, Son has a rich history of architecting savvy investments acro ...

Airbnb maintains a fortress balance sheet with $11.3 billion in cash and investments against just $2 billion in long-term debt, thanks to its tremendous free cash flow. In addition, the company ...

Artificial Intelligence (AI) has clearly been the dominant investment theme of 2024 and is the next major technology wave.

Since the last time I wrote about the e-commerce giant Amazon ... generative AI segment, a market that's expected to grow by over 17x by 2030 from its 2023 levels (see chart below).

However, Google’s results are also significant for the broader AI industry, and it can tell us where it is in its evolution.

They are companies like Meta, Alphabet, Amazon, and Microsoft. They are investing hundreds of billions of dollars into their AI capabilities. What is not entirely clear, however, is who are and ...

Philippe Laffont's hedge fund, Coatue Management, has been scooping up shares of Taiwan Semiconductor for several consecutive ...

All the fashionable buzzwords promise substantial rewards that attract major investments ... the Amazon Web Services cloud ...

Amazon CEO Andy Jassy reassured shareholders that the company expects to make money on its generative AI investments.