A $38 billion OpenAI deal, record capex, and surging Amazon Web Services growth signal Amazon’s AI comeback. But ...
Ultimately, a higher gross margin gives Amazon the ability to produce greater profits when fully maximized for profits. This ...
Amazon (NASDAQ:AMZN) absolutely knocked one out of the ballpark this quarterly earnings season. And while it’s arguably been ...
There are two primary ways Amazon is improving its value proposition: a better selection of products and improved delivery speed. It has been adding more products from popular brand names like The ...
Microsoft, Google and Oracle are all growing too – but recent results have shifted sentiment. Some investors now see Amazon ...
Morning Overview on MSN
OpenAI and Amazon sign a $38B cloud computing alliance
In a significant move that underscores the growing reliance on high-performance computing resources for AI innovation, OpenAI ...
Amazon's in-house AI chips, Trainium and Inferentia, are reportedly underperforming against Nvidia's GPUs, with some AI startups like Cohere and Stability AI citing speed and cost issues. Despite ...
CoreWeave and Nebius face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools. Read why both ...
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