Is Microsoft and Google Rivals

Amazon, Google and Microsoft

Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, after Microsoft and Google's lackluster reports jolted investor faith in Big Tech's billion-dollar investments in AI.

Hosted on MSN · 14h

Amazon Follows Google, Meta, and Microsoft With Plans To Boost Spending on AI

Key Takeaways Amazon said it expects to spend over $100 billion in capital expenditures this year, with the "vast majority" going to AI for Amazon Web Services.The company is the latest Big Tech firm to announce it's boosting expected AI infrastructure spending this year.

Investor's Business Daily on MSN · 2d

Google Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?

Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

Reuters on MSN · 13h

Amazon joins Google, Microsoft in cloud weakness, shares slide

(Reuters) -Amazon.com shares fell 2% on Friday after the tech giant reported lackluster cloud revenue growth, amplifying investor concerns that Big Tech's massive artificial intelligence investments were taking longer to deliver returns.

1don MSN

Amazon earnings on deck as AI spending plans test big tech rivals

DeepSeek has prompted investors to take a closer look at the AI spending plans of the world's biggest tech companies.

8don MSN

Microsoft cloud growth constrained by data center shortage

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...

New York Post17d

Oracle launches AI agents for salespeople — joining rivals Microsoft, Google

Microsoft and Alphabet’s Google have also put agents at the center of their AI strategies. Oracle is among a wave of big tech companies focusing on creating virtual assistants that can ...

16d

Google increases investment in Anthropic by another $1 billion

The new tranche of money from Google into Anthropic adds to a total investment of $8 billion from Amazon, the ecommerce group ...

10d

Microsoft stifling competition in cloud services market, finds UK regulator

The UK antitrust regulator has singled out Microsoft for using its dominance in software to stifle rivals in the £9bn UK cloud services market, as the watchdog warned competition “is not working”.

1don MSN

Amazon’s profit is suddenly going through the roof, fueling CEO Andy Jassy’s $100 billion AI spending spree to fight Google and Microsoft

Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in ...

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