Anthropic is relying more and more on Alphabet Inc.'s Google, Amazon.com Inc. and Microsoft Corp. to sell its artificial ...

Cloud market share in Q3 2026 saw Google Cloud gain share, while AWS and Microsoft lost share in the global $168 billion ...

Cloud partnerships generated 48% of Anthropic’s revenue in the first half of 2026, up from 11% in 2023, while related fees surged to $3.2 billion. | Business News ...

AI spending is the key focus as Amazon's third-quarter earnings come due.

Amazon’s cloud business earns almost twice as much operating profit as Google Cloud. Google Cloud is growing more than twice as fast. Choosing between the stocks requires deciding which advantage will ...

Not only was the top-line growth impressive, but Google Cloud is getting even more profitable. Operating income from the Cloud business reached $8.8 billion -- that's roughly three times what it ...

The big three cloud service providers, Amazon (AMZN), Google (GOOG) (GOOGL), and Microsoft (MSFT), demonstrated to investors that heavy spending on artificial intelligence is paying off in spades, as ...

Key TakeawaysBloomberg Intelligence’s Mandeep Singh says Microsoft, Amazon, Alphabet and Oracle hold a combined backlog of $2 trillion, and that the first three will beat consensus as their clouds ...

For the quarter ended June 30, 2026, Google Cloud's 82% revenue growth dominated. But both AWS and Azure grew their cloud revenue, too. Microsoft reported that Azure and other cloud services revenue ...

Now the company is tapping Oracle's cloud as another avenue for selling TPUs as it tries to bolster competition with Nvidia ...

Anthropic’s $110 billion AWS deal includes a minimum spending requirement through 2036. Explore why the AI company could face ...

OpenAI’s GPT-6 models and Codex are coming to Google Cloud, putting them on all three of the biggest US clouds, next to ...