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Meta Becomes One of Microsoft's Largest Azure AI Customers

Heavy Azure use supports Meta's model development, drives large cloud bills, points toward plans to sell surplus compute.

Akamai Stock Jumps After New $600 Million Robotics Cloud Deal and Modest Q2 Beat

Microsoft Restructures Xbox With Plans to Cut 3,200 Gaming Jobs and Spin Off Studios

Meta Report Sends Nebius Shares Tumbling

Rumble Misses Q1 Targets as Northern Data Deal Nears Close

Wedbush Lifts Oracle Price Target to $275, Citing AI Backlog

Bank of America Upgrade Sends Akamai to 26-Year High on AI Infrastructure Thesis

Akamai Secures $1.8 Billion, Seven-Year AI Cloud Commitment, Sending Shares Higher

Chinese Court Bars Firing Workers Solely Because AI Can Do the Job

CoreWeave Jumps 12% as New Analyst Coverage Fuels AI Cloud Rebound

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

Amazon Shares Hit Record After Q3 Beat as AWS Reaccelerates on AI Demand

CISPE Appeals Broadcom’s $69 Billion VMware Merger Approval in EU Court

Oracle Secures Governmentwide 75% Discount Under GSA OneGov Program