Can Meta really compete in the cloud business?
Meta is reportedly planning a cloud business to sell access to AI computing power and models, extending its internal infrastructure into a commercial service for outside developers and enterprises, ac…
Amazon is a multinational technology company whose AWS cloud platform provides AI infrastructure (SageMaker, Bedrock) and hosts third-party LLMs. Amazon also develops Alexa and the Titan model family.
Meta is reportedly planning a cloud business to sell access to AI computing power and models, extending its internal infrastructure into a commercial service for outside developers and enterprises, ac…
Meta has hired Dave Brown, a nearly 19-year veteran of Amazon Web Services (AWS) who served as senior vice president, to lead its AI data center expansion and build Meta Compute, a potential cloud com…
Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will r…
Meta plans to hire a senior executive from Amazon's cloud division as it accelerates its push into cloud computing with Meta Compute, a venture that monetizes excess AI computing capacity. The company…
Eoptolink Technology Inc., a Chinese optical transceiver maker supplying Google, Microsoft, and Amazon, has filed for a secondary listing on the Hong Kong Stock Exchange targeting up to $5 billion, wi…
Chinese startup Moonshot AI released Kimi K3, a 2.7-trillion-parameter open-weight large language model, on July 16, claiming it performs competitively with Anthropic's Fable 5 and substantially outpe…
Amazon CEO Andy Jassy disclosed during the company's Q1 2026 earnings call that Amazon's custom AI silicon business has secured over $225 billion in multi-year revenue commitments, driven primarily by…
Big Tech companies are lagging behind AI buildout suppliers in 2026 stock performance, with Alphabet up 18.7%, Amazon 10.5%, Meta 3.4%, and Microsoft down 17.8% year-to-date, while Micron alone added …
Hundreds of US cities that adopted Flock Safety's AI license plate detection cameras are now canceling contracts amid privacy concerns and data-sharing with ICE, according to experts and the ACLU. A U…
BlackRock's iShares MSCI South Korea ETF (EWY) pulled in a record $281 million on February 12, driven by investor demand for SK Hynix, which accounts for roughly 23% of the fund's holdings. The memory…
The Little Book of Reinforcement Learning, a short introduction to RL from basics to applied algorithms, is available on GitHub with PyTorch implementations and supplementary proofs. The book, authore…
Protesters placed body bags outside OpenAI headquarters Thursday as part of a demonstration against the company's work with the Department of Defense, organized by groups Tesla Takedown and Stop the M…
AWS has integrated xAI's Grok 4.3 model into Amazon Bedrock, making it generally available as of June 15. The model features a 1-million-token context window, claims the lowest hallucination rate amon…
S&P downgraded Oracle to BBB- on July 9, one notch above junk, as a $250 billion data-centre expansion plan burns through cash, with free cash flow turning deeply negative at nearly -$24 billion in th…
DeepSeek slashed pricing for its V4-Pro AI model by 75%, intensifying the AI inference pricing war and pressuring competitors like OpenAI and Anthropic. The move has led to a moderate decrease in conf…
A new study from global communications firm Gregory found that S&P 500 companies scoring in the top tier of AI communications quality saw an average alpha improvement of 10.8% in the 90 days after the…
TikTok is testing a managed services program in the US that will give it direct control over merchant operations including marketing, ads, and AI-generated content, charging a $10,000 flat fee plus 10…
Alphabet, Microsoft, Amazon, and Meta are guiding for between $635 billion and $665 billion in combined 2026 capital expenditure, with some estimates reaching $725 billion, as earnings reports begin t…
Anthropic's valuation is projected to reach $1.25 trillion by year-end, driven by an AI infrastructure boom that is reshaping enterprise spending, according to prediction-market data showing 89.5% odd…
Amazon is closing Mechanical Turk to new users on July 30, putting the 21-year-old platform into maintenance mode after a 2023 study found that 33–46% of workers were using large language models to co…