Microsoft's Azure cloud business accelerated in the March quarter, growing 40% and topping the company's own forecast, giving ...

Amazon is bringing OpenAI's models and Codex to AWS after Microsoft’s shift away from exclusivity, giving cloud customers ...

Amazon reported Q1 2026 earnings that beat expectations, with AWS revenue hitting a record $37.59 billion amid surging AI-driven demand. The company reaffirmed its $200 billion capex plan for the year ...

Microsoft has reinforced its AI infrastructure strategy with a $250 billion incremental Azure commitment from OpenAI, even as it diversifies beyond exclusive partnerships. The company is expanding its ...