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AWS Growth

AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

Massive private funding and hyperscale orders have moved the fight for AI dominance from models to compute capacity and supply chains.

Amazon’s AWS Momentum and New Logistics Push Bolster $200 Billion AI Bet

AI Spending Plans Rattle Markets as Alphabet and Amazon Map Record 2026 Capex

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags