Key TakeawaysGoogle Cloud revenue grew 82% to $24. 8 billion in the second quarter, against 42% growth for Microsoft’s Azure and 37% for Amazon Web Services.

Microsoft's $678B AI backlog (up 84%) confirms strong contracted demand, but free cash flow dropped 23% in Q4 despite 18% ...

Investors are no longer just asking how many billions the tech giants are investing in artificial intelligence ...

Microsoft, Alphabet and Amazon report quarterly earnings on October 28–29, putting the profitability of artificial intelligence investment under Wall Street's microscope.

Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why ...

Microsoft stock gained on Monday after attracting bullish analyst sentiment ahead of its fiscal first-quarter earnings report ...

The next set of Big Tech earnings will test whether artificial intelligence is turning from a spending promise into a durable business. Alphabet and ...

Amazon Web Services (AWS) is facing a growing shortage of available cloud computing capacity as demand for artificial intelligence infrastructure accelerates. CEO Andy Jassy said on October 23, 2026, ...

The earnings season volume gets pumped up next week, when three of the biggest spenders on AI infrastructure release their ...

South Korean HR platform provider Flex has signed an MOU with Microsoft Korea to connect organisational data and employee ...

OpenAI's GPT series models and the coding agent Codex are being added to Google Cloud's Model Garden. Initially, a private ...