Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the ...

Amazon's AWS is becoming the top AI infrastructure provider with a $189B backlog. Read more on AMZN's AI pivot and the ...

Astera Labs disrupts AI connectivity, partnering with Nvidia and Alchip for growth. Outpacing rivals, analysts project 300% ...

Amazon is considering further investment in Anthropic to remain one of its top shareholders, ahead of Google, which has ...

Amazon is considering another multibillion-dollar investment in AI partner Anthropic, deepening an alliance aimed at ...

Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and ...

AWS’s Project Rainier is building one of the world’s largest AI supercomputing clusters, powered by custom Trainium2 ...

NBIS stock is up 81% YTD, but rising capex, behemoth AI cloud rivals, and losses raise red flags for investors.

When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing ...