BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing ...

Amazon's stock has dropped nearly 20% from its all-time high due to concerns over its $100 billion capex, tariffs, and macro uncertainty. Amazon's AI use cases and AWS backlog growth indicate robust ...

Amazon reported $31.4 billion in Q2 CapEx, up 80.6% YoY, significantly pressuring free cash flow. AWS delivered $30.9 billion in Q2 revenue, growing 17.5% YoY, with a $123 billion annualized run rate.

Amazon invests billions of dollars in robots to boost e-commerce efficiency and profitability. Back in 2015, the Amazon Picking Challenge tried to spur more research into warehouse automation. The ...