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Microsoft’s Valuation Hits Decade-Low Multiple as AI Growth Meets Record Spending

The company is plowing tens of billions into data centers to relieve Azure capacity constraints.

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

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

Public Google API Keys Found to Unlock Gemini as Google Rolls Out Blocks

Singapore Plans Digital Infrastructure Act as Singtel and Nvidia Launch AI Testbed

AWS Rebuts Report That AI Agent Kiro Caused 13-Hour Outage

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

West Virginia Sues Apple Over iCloud CSAM, Seeks Court-Ordered Safeguards

Microsoft Confirms Copilot Bug That Let AI Summarize Confidential Emails

Nvidia Brings GeForce Now to Select Amazon Fire TV Sticks

Microsoft Switches On First AI Data Halls in São Paulo State

Cloudflare Jumps After Q4 Beat and Higher Sales Outlook on AI-Fueled Demand

Apple Confirms Ongoing Outages Hitting Find My, Photos, and iCloud Services

RBC Cuts Datadog Price Target to $150, Keeps Outperform Ahead of Earnings and Analyst Day

Sequoia Strategy Outperforms in 2025, Details New Stakes in Accenture, Align, and MSA Safety

Nearly 1,000 Google Employees Urge Company to Cut Ties With ICE and CBP

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks