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THE TRUTH ABOUT: 4 | History Defined

OpenAI and Microsoft make a huge change to their exclusive partnership - does this open the door for AWS to swoop in?

OpenAI says it wants to serve all customers regardless of cloud provider, but Microsoft remains a "primary" provider.

OpenAI breaks free of Microsoft's cloud

OpenAI breaks free of Microsoft's cloud

With its newest partnership deal OpenAI gets the cloud freedom Anthropic always had.

Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts.

Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts.

With demand surging, Amazon is moving beyond cloud into AI chips, and its growing silicon push is opening multiple new growth catalysts.

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Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.

Amazon Stock Surges Ahead of Q1 Earnings: What Lies Ahead?

Amazon’s Q1 will reflect strong revenue momentum. However, profitability may face short-term headwinds due to heavy investment.

Cloud Titans Battle 2026: Microsoft Azure vs AWS vs Google Cloud - Which Stock to Buy?

As artificial intelligence reshapes the global economy, the battle among cloud computing giants Microsoft, Amazon and Alphabet's Google Cloud is intensifying, with investors scrambling to pick the best stock for 2026 gains amid surging demand for data centers, AI infrastructure and enterprise software.

International Business Times

Amazon Hits Record Highs Before Q1 Earnings: Is AMZN Stock Still a Buy?

Amazon has hit record highs ahead of the Q1 2026 earnings. While the chances of a post-earnings rally look slim, the stock remains a good buy for long-term investors considering the kind of growth prospects the company brings to the table.

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As GitLab Deepens Ties with AWS, Should You Buy GTLB Stock?

As GitLab Deepens Ties with AWS, Should You Buy GTLB Stock?

GitLab just deepened its partnership with AWS and launched new AI agents. Here's what investors need to know before deciding whether to buy GTLB stock now.

Anthropic Commits $100B to AWS as Amazon Bets Up to $25B on AI Partner. Is AMZN a Buy Now?

Anthropic Commits $100B to AWS as Amazon Bets Up to $25B on AI Partner. Is AMZN a Buy Now?

With billions flowing both ways, Amazon and Anthropic are building a decade-long AI powerhouse.

A $100 Billion Reason to Buy Amazon Stock Here

A $100 Billion Reason to Buy Amazon Stock Here

Amazon’s new Anthropic deal effectively locks in over $100 billion of AI‑driven cloud revenue for AWS over the next decade. Is now the time to make the investment?

Amazon Q1 Earnings Preview: Can AI, AWS and Ads Power AMZN Stock Higher?

Amazon Q1 Earnings Preview: Can AI, AWS and Ads Power AMZN Stock Higher?

Amazon’s first quarter will benefit from strong momentum in AI, cloud, and advertising businesses.

Barclays is Still Betting Big on Amazon Stock: AMZN Will 'Continue to Outperform'

Barclays is Still Betting Big on Amazon Stock: AMZN Will 'Continue to Outperform'

Barclays says AMZN stock will continue to outperform rivals, backed by explosive AWS AI growth, a $20 billion chip business, and booming grocery sales data.

Should You Buy, Sell, or Hold AMZN Stock as Amazon Invests $5 Billion in Anthropic?

Should You Buy, Sell, or Hold AMZN Stock as Amazon Invests $5 Billion in Anthropic?

The AI startup will also use the tech giant's chips for training and compute.

Microsoft facing $2.8 billion UK lawsuit for overcharging 60,000 businesses using Microsoft Server on other clouds — Azure users allegedly received lower wholesale pricing

Microsoft facing $2.8 billion UK lawsuit for overcharging 60,000 businesses using Microsoft Server on other clouds — Azure users allegedly received lower wholesale pricing

A lawsuit alleging the company is overcharging Windows Server for non-Azure users has been certified to proceed to trial, although Microsoft is still appealing the decision. The lawyer handling the case alleges that the claim affects almost 60,000 businesses and is worth about $2.8 billion.

Tom’s Hardware

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'5% utilization is a math fail': Millions of GPUs worth billions are mostly sitting idle, report finds

Most companies massively overprovision AI infrastructure, leaving GPUs and CPUs underutilized, while rising costs expose inefficiencies driven by fear and poor automation.

The Independent UK

AI startup Anthropic commits $100 billion to Amazon's AWS over next 10 years

Artificial intelligence company Anthropic has signed a new agreement to commit more than $100 billion over the next 10 years to Amazon’s AWS cloud platform to train and run its Claude chatbot

The Conversation

Cloud tech outages: how the EU plans to bolster its digital infrastructure

When Amazon Web Services (AWS) went down globally in October 2025, millions of users were abruptly reminded how invisible yet indispensable cloud technology has become.

Oracle Just Strengthened Its Ties with AWS. Does That Make ORCL Stock a Buy Here?

ORCL stock gained on news that Oracle has expanded its relationship with AWS.

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Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued

Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a multicloud future is ahead.

Earnings Preview: What To Expect From Amazon.com's Report

Amazon.com is set to announce its first-quarter results next week, with analysts projecting single-digit growth in its bottom-line figure.

AI's Cash Splash Continues: Meta Platforms and Broadcom Expand Custom Chip Partnership

Hyperscalers are ramping AI infrastructure spending to record levels this year, with a string of major partnerships and funding rounds across the sector. Meta’s newly expanded collaboration with Broadcom on custom MTIA chips adds another layer to that build-out, focusing on multi-generation silicon and multi-gigawatt capacity through 2029.

Amazon’s new AI Bio Discovery tool can provide ‘every researcher’ with ‘lab-in-the-loop drug discovery’ – 40+ AI biology models can filter 300,000 novel antibody candidates down to the top results for testing in just weeks

Amazon's new Bio Discovery tool can design and run experiments for antibody research and drug synthesis.

Europe wants tech sovereignty but is this realistic?

Geopolitics drives Europe toward tech control, yet costs, complexity, and entrenched providers hinder meaningful autonomy.

AI Civil War: Amazon Wins as Microsoft's Empire Cracks

The potential expansion of OpenAI services into Amazon Web Services' cloud infrastructure highlights a shift in the long-term relationship with Microsoft.

OpenAI says Microsoft has ‘limited our ability’ to build customer base, praises new Amazon relationship

Microsoft was "foundational" to OpenAI's success, but the ChatGPT maker is exploring new partnerships.

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