Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...
Is now the right time to invest in a top AI player? Let's explore the risks and rewards of buying this market darling in the ...
Amazon.com, Inc.'s digital ad business & AWS show strong growth, with AWS boasting a 38.1% operating margin in Q3. Click for ...
SoftBank CEO Masayoshi Son recently told investors that he thinks Nvidia stock is undervalued. Masayoshi Son is one of the most celebrated investors in modern history. As CEO of Japanese holding ...
Think of it as the ultimate offload model. One of the geniuses of the cloud – perhaps the central genius – is that a big ...
Artificial Intelligence (AI) has clearly been the dominant investment theme of 2024 and is the next major technology wave.
However, Google’s results are also significant for the broader AI industry, and it can tell us where it is in its evolution.
Meta Platforms appears to be achieving the best returns on its investments in artificial intelligence out of the "Magnificent ...
Amazon CEO Andy Jassy reassured shareholders that the company expects to make money on its generative AI investments.
Amazon said it expects to spend $75 billion in capital expenditures in 2024 and Jassy said the company plans to spend "more ...
Jassy said Amazon plans to spend $75 billion on capex in 2024 and expects an even higher number in 2025. The jump in spending is primarily being driven by generative AI investments, Jassy said.