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Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

Bank of America keeps a $275 target, citing Anthropic usage gains plus AWS power expansion.

IREN Orders 50,000+ Nvidia B300s to Build 150,000-GPU AI Cloud Fleet

Alibaba Forms CEO-Led Task Force After Qwen Leader Exits

Intel Weighs Offering 18A to External Customers After Yield Gains

George Washington University Sells 122-Acre Virginia Campus to Amazon Data Services for $427 Million

Microsoft Locks Copilot Discord After 'Microslop' Spam, Says Filters Were Temporary

Zuckerberg Says AI Bubble Is Possible, Defends Massive Spend to Win Superintelligence