Big Tech cloud revenues slip as spending skyrockets
Creative Strategies CEO and principal analyst Ben Bajarin joins Asking for a Trend to discuss the increased artificial intelligence (AI) ...
Friday, February 13, 2026
Tag: Cloud
Amazon Says It Can’t Keep Up With AI Demand
Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some $100 ...
Amazon’s AWS miss adds to Big Tech’s cloud woes
Shares of Amazon (AMZN) came under pressure following Alphabet's (GOOG, GOOGL) disappointing fourth quarter earnings report. This market concentration has ...
Amazon Results Are a ‘Sandbag Special,’ Wedbush’s Ives Says
Dan Ives, Wedbush Securities managing director and global head of tech research, reacts to Amazon's first-quarter forecast. He speaks on ...
Microsoft Cloud revenue falls short of analyst estimates
Microsoft (MSFT) reported fiscal second quarter earnings of $3.23 per share. Revenue of $69.6 billion was just ahead of the ...
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Nvidia could build a cloud business to rival AWS: Report
Nvidia (NVDA) shares are trading higher following a report from The Information that the chip maker could build a cloud ...
Oracle cloud business growing while other units shrink
Oracle (ORCL) shares continued to slide Tuesday morning after reporting a slight miss on its fiscal second quarter revenue — ...
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AWS CEO Talks New Chip Clusters, Nvidia and AI Ambitions
AWS CEO Matt Garman discusses Amazon's new AI chip arrays and a large language model called Nova. Speaking on "Bloomberg ...
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