AWS revenue rose 39% in the third quarter, while Amazon’s heavy AI and data-center spending pushed trailing free cash flow to minus $42.4 billion.
Amazon’s Cash Supports AWS As Growth Reaches Its Fastest Pace In Five Years
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The AI Boom’s Hidden Cost: Pressure On Memory And IT Budgets
SK hynix forecasts memory demand will outstrip supply through 2030 as AI data centers compete with phones and PCs for production capacity.
Google’s Global AI Search Ad Rollout: A Shift In Search
Google is expanding AI Mode ads to 10 countries and adding them to US follow-up answers, as Search ad growth slowed to 12% in the third quarter.
SenseCore’s China Neocloud Share Approaches 50% As AI Compute Gets More Efficient
SenseTime attributes SenseCore’s reported market position to heterogeneous chips, but the market-share method and efficiency data are not disclosed.
Microsoft’s Strong Reception Contrasted With Alphabet’s Investor Struggles
Microsoft shares rose after earnings, while Alphabet fell as investors weighed fast cloud growth against cash flow, borrowing and weaker ad results.
How To Set Up An AI Agent For Money Tasks Carefully
Bank of America warned customers against sharing banking passwords with AI agents. Here are the risks, safer access options and open questions.
Why AI Metrics Need Context: What Amazon’s Bets Bring Into View
Amazon’s engineering guidance rejects token counts as performance targets, while its Nova and Anthropic bets show why AI metrics need context.
Before Big Tech Reports Results, Check These Six AI Metrics
As Microsoft, Alphabet and Amazon report, six measures can show whether AI demand, investment and profits are keeping pace.
QuantrolOx Raises €12 Million In Series A2
QuantrolOx secured €12 million led by IW Capital, with EIC Fund co-investment, to expand its quantum software, training and US operations.
Following The Money Behind Anthropic’s Chip Spending
Banks and Blackstone are financing a Broadcom-backed vehicle to buy chips for Anthropic, adding new links between hardware, rent and credit risk.
