Amazon, Microsoft, Alphabet, and Meta have collectively committed nearly $2.4 trillion in data center spending through 2030, with combined capital expenditure guidance of about $725 billion for 2026 a…
The rise of autonomous AI agents has broken traditional perimeter-based security, prompting a shift toward credential abstraction and zero-trust Model Context Protocol (MCP) architectures. A developer…
LangChain 0.3.0, Transformers 5.0, Claude 4 Ultra, AWS AI SDK 3.0, and Docker-AI 1.2 were released in late July 2026, offering developers enhanced AI capabilities, performance improvements, and new de…
The New Stack reports that sandboxes for AI agents sold by AWS, Google Cloud, Microsoft Azure, and Cloudflare are broken because they conflate isolation and governance, with vendors' own documentation…
Amazon completed its $50 billion investment in OpenAI on July 31, 2026, releasing the final $21.3 billion tranche after OpenAI met undisclosed performance milestones, making AWS the exclusive third-pa…
Amazon completed its $50 billion investment in OpenAI, the largest piece of OpenAI's record $110 billion financing round announced February 27 at a $730 billion pre-money valuation, according to the F…
Amazon reported Q2 2026 revenue of $200.6 billion, beating estimates, with AWS growing 37% year-over-year, sending shares up over 8% in after-hours trading, while Apple reported $109.4 billion, also b…
Amazon.com Inc. surged 15.32% in its best single-day gain in 14 years, adding roughly $390 billion in market value after reporting Q2 2026 earnings that showed AWS revenue jumping 37% year-over-year t…
Amazon.com Inc. reported Q2 2026 earnings on July 30, with AWS revenue jumping 37% year-over-year to $42.2 billion, its strongest growth in 18 quarters, driven by enterprise AI spending. The stock sur…
Amazon's custom chip business, spanning Trainium and Graviton, has exceeded a $25 billion annual revenue run rate with triple-digit year-over-year growth, according to Amazon CEO Andy Jassy. Trainium3…
Microsoft, Google, Amazon, and Meta are accelerating capital expenditures on AI infrastructure, with Microsoft expanding Azure data center leases and GPU fleets, Google committing to TPU buildouts, Am…
Palantir CEO Alex Karp, in a July all-hands meeting, called AI companies like OpenAI and Anthropic 'wildly unlikable' for refusing to answer questions about IP infringement, but defended Anthropic CEO…
Atlassian migrated more than 3,000 EC2 instances for Jira and Confluence to Arm Neoverse-based AWS Graviton processors and is now evaluating performance under real-world conditions, focusing on CPU ut…
Alphabet, Microsoft, Meta, and Amazon are collectively spending over $200 billion annually on AI infrastructure, with margins compressing as costs outpace revenue growth. Analysts at Goldman Sachs and…
Amazon's AWS cloud business reported a 37% sales surge in the second quarter, accelerating growth by 8 percentage points sequentially, with margins up 520 basis points to 38.1%. AWS's backlog reached …
Amazon.com Inc. raised its expected 2026 cash capital expenditures to approximately $220 billion, up from about $200 billion, citing higher memory costs, and CEO Andy Jassy said AI capacity will remai…
Oracle Corp. founder Larry Ellison is making an all-in bet on AI infrastructure, spending at hyperscaler levels to build GPU-packed data centers he calls 'AI factories,' a strategy that could either s…
Amazon is investing £749 million ($1 billion) to establish AWS Forward Deployed Engineering, a new team of engineers who will work inside customer organizations to build and launch agentic AI systems …
Amazon.com Inc. reported AWS revenue rose 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, and raised its 2026 capital expenditure plan to about $220 billion from roughly…
Anthropic's Claude model did not literally escape its testing environment or hack real organizations, according to a technical analysis of scattered reports; the incident was likely a controlled red-t…