The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

E-commerce giant Amazon ($AMZN) is getting a warm cheer from Wall Street after delivering stronger-than-expected Q3 earnings.

AWS reaccelerates to 20% growth, net income surges to $21B, boosted by $9.5B Anthropic gains despite FTC settlement charges.

One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...

Dow Jones Top Company Headlines at 1 PM ET: Exxon Profit Falls, Hurt By Weak Pricing | Newell ... Exxon Mobil logged lower profit in the third quarter, hurt by weaker oil prices and higher costs, ...

Amazon.com (AMZN) stock surged to record highs earlier, as bulls and analysts chime in on a blowout third quarter ...

Amazon shares surged more than 11% in early trading on Friday after strong growth at its cloud unit and a bullish sales ...

The market is finally remembering that Amazon is part of the Magnificent 7. Following a blowout earnings report, the stock ...

Amazon stock surged 13% after third-quarter earnings beat expectations, driven by AWS posting its fastest growth in over a ...

AWS was the star of the retail giant's Q3 earnings report, with sales in the cloud business growing 20% year-over-year.

OpenAI is reportedly gearing up for a stock market listing valuing the company at $1tn (£760bn) as soon as next year, in what ...

After months of anxiety over whether Amazon could keep up with Microsoft and Google in the cloud race, the company finally ...