What happens when key infrastructure providers are too good at their jobs? Everyone relies on them—with catastrophic ...

Microsoft Corporation is rated Buy, driven by its unique position in both AI infrastructure & AI-powered applications. Learn ...

Amazon and Apple are two household names that have a lot in common. Both companies succeed because they have developed huge ...

Oracle's AI infrastructure dominance and $455B contract backlog position it for superior returns vs Adobe. Buy ORCL, hold ...

AWS staff warned that AI startups are delaying cloud spending in favor of AI models and tools, according to one of the ...

Among the top three global hyperscalers today, Amazon ($AMZN) has been the clear laggard this year, at least in terms of ...

There isn’t a consistent threat model for extension marketplaces yet, McCarthy said, making it difficult for any platform to ...

Walmart has 2.1 million employees with an estimated annual payroll of $79 billion. They are growing revenues about 4% ...

Big Tech giants like Google, Amazon, and Microsoft are designing their own AI chips, challenging Nvidia’s dominance and threatening its pricing power in the market.

Cloud computing turns infrastructure into a utility that you rent by the unit, then release when finished, and the bill ...