The only way CoreWeave becomes the next AWS is if it becomes profitable, which may be a few years from now. CoreWeave must continue signing new clients to its servers in order to maintain investor ...

One topic that has continued to dominate the cloud computing news cycle in 2025 is the growing hold the hyperscale tech giants, namely Amazon Web Services (AWS) and Microsoft, have on the industry.

For a stock that has crushed the market historically, it's hard for investors to see Amazon's shares perform poorly.

AWS CEO Matt Garman has said Amazon is particularly bad at copying competitors, arguing the company performs best when it builds from first principles and focuses on differentiated expertise.

US banking giant Capital One is reportedly exploring alternatives to Amazon Web Services for its burgeoning AI infrastructure ...

Amazon is weighing a multibillion dollar investment in OpenAI that could top $10 billion, a move that would instantly reshape the balance of power in generative AI and cloud computing. The talks, ...

According to new research from Omdia, global spending on cloud infrastructure services reached $102.6 billion in Q3 2025, representing 25% year-on-year growth. Market momentum remained stable, marking ...

AWS CEO Matt Garman acknowledges that reaching that goal will 'push the limits of what's possible with the infrastructure.' Much of this is still in preview, so it all seems a little early to me.

Amazon is increasingly aggressive and smart in its battle to acquire a greater role in AI. Amazon will reportedly make a huge ...

Alphabet has been one of the best-performing mega-cap tech stocks in 2025, largely because it was able to flip the script from being viewed as an AI loser to perhaps having the potential to be one of ...

Palantir is one of the key AI wave riders, with its strength arising from international interests to secure and streamline ...