#Cloud computing

Meta signs massive deal to rent Google's TPU chips, potentially reshaping the AI hardware landscape. Is this the beginning of the end for Nvidia's dominance?

Microsoft, Google, Meta pour unprecedented $660 billion into AI infrastructure. What does this massive investment wave mean for markets, competition, and consumers?

Amazon's announcement of a $200 billion AI infrastructure investment sparked an 8% stock drop as investors question the massive spending spree amid intensifying cloud competition.

Amazon's AWS leadership faces its biggest test as Microsoft and Google gain ground. The answer lies in Trainium chips that promise 50% cost savings but risk customer lock-in.

Alphabet plans to spend up to $185 billion in 2026 on AI infrastructure, more than double 2025 spending. Despite beating earnings, investors are worried about the unprecedented investment scale.

India proposes tax-free cloud services until 2047 for foreign providers using Indian data centers to serve overseas customers. Google, Microsoft, Amazon announce massive investments despite power and water challenges.

Microsoft reported record quarterly revenue of $81.3 billion but shares fell 6% as AI infrastructure spending surged 66% to $37.5 billion, raising investor concerns about returns.

Microsoft posted strong Q4 results with 17% revenue growth, but investors remain skeptical about massive AI infrastructure spending and unclear return timelines

Nvidia invests $2 billion in CoreWeave to build 5 gigawatts of AI factories by 2030. What this massive infrastructure play reveals about the new economics of artificial intelligence.