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 ...

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 ...