Amazon, Microsoft and Google

Amazon Cloud Needs to Deliver After Microsoft, Alphabet Misses
Amazon.com Inc. shares have largely climbed on the back of two trends: strength in its cloud business and a focus on costs. Now both could be in question.
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday.
Why Google and Microsoft results have increased pressure on Amazon’s Cloud business
Amazon is under pressure to deliver strong cloud computing results due to disappointing performances from Microsoft and Google. AWS is expected to see its strongest revenue growth in eight quarters, aided by AI investments and integrating DeepSeek's AI models.
Amazon, echoing Microsoft, says can’t keep up with AI demand
CEO Jassy said the supply of chips — from third parties and Amazon’s own chip design unit — and power capacity are limiting the ability of Amazon Web Services to bring new data centers online.
Amazon Earnings Due Today. Cloud Growth Is In Focus After Microsoft, Google Stumbles.
Amazon stock is likely to be moved by however the AWS cloud business performs in the company's Q4 results, which are due late Thursday.
Amazon, echoing Microsoft, says it can’t keep up with AI demand
NEW YORK – Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some US$100 billion this year, with most of the money going toward data centers, homegrown chips and other equipment to provide artificial intelligence services.
Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI
Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.
Amazon going all in on AI and cloud platform
Amazon’s lackluster forecast for FY25 left investors underwhelmed despite what were otherwise solid quarterly results, specifically a 61% surge in operating income. Wall Street was also jolted by the company’s warning of foreign exchange headwinds,
Microsoft brings a DeepSeek model to its cloud
Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to ...
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Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft is working to make those services more cost efficient ... At the company's Intelligent Cloud unit, which ...
Microsoft Must Scale Its Data Centers Or Face Slower Growth
Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...
Microsoft Sees Cloud Business Further Slows Down Despite Hefty AI Spending
TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...
Microsoft Stock Is Falling as Artificial Intelligence (AI) Growth Is Getting More Expensive
To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...
Microsoft Still Achieves Double-Digit Growth
Microsoft's $3 trillion stock valuation reflects strong growth and cash flow, driven by cloud and AI segments. Learn more ...