The expected $100 billion annual capex, up from $83 billion last year, also includes e-commerce warehouses and offices.

There is a bit of AI spending one-upmanship going on among the hyperscalers and cloud builders – and now the foundation model ...

Amazon.com, Microsoft, and Alphabet all fell after earnings. The common theme was disappointment in the cloud.

AWS has already embraced China’s DeepSeek R1 frontier model in Amazon Bedrock and Amazon SageMaker, Jassy told financial ...

DeepSeek artificial intelligence-powered models are now available on cloud servers that are powered by Huawei chips.