A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial i

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on the same evening,

The Pentagon has struck agreements with four more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials

Amazon and Microsoft are on track to spend $390 billion this year on AI investments, as the tech industry record-setting spending spree continues.

Alphabet, Amazon, Meta and Microsoft —are set to report their latest quarterly results after Wednesday's closing bell.

The numbers behind the AI build-out have quietly crossed a threshold that should give every investor pause. Goldman Sachs strategists, in a note published this week, just put a hard figure on what the market has been treating as a vague “spending a lot” story.

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI's new relationship status with Microsoft, launching a preview of OpenAI's models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement.

One is ahead in the race to be a leading AI company.

Four "Magnificent Seven" companies reported earnings after the market closed on April 29, resulting in a busy night and day, as investors parsed through the reports to determine w

Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand