The phrase "cloud computing" has become so ubiquitous in tech that it's hard to imagine a time before it existed, but it's actually a relatively modern ...

The company's capital expenditures are soaring as it chases after capital-intensive growth opportunities.

AI economics are exposing a gap between what people think the cloud costs and what the cloud actually costs. A North American ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

That mismatch is creating a risk most organizations are not tracking: cryptographic debt—the accumulated risk and cost that ...

Alphabet executives struck a more confident tone on the company's post-earnings ⁠call on Wednesday, the first since it ...

It's much easier to get bigger with a new technology when you're already enormous and have an enormous list of existing ...

Amazon.com, Inc. downgraded to Buy as $200B 2026 CapEx, AWS margins, AI overcapacity, and debt raise risk. Click for this ...

Alphabet and Microsoft have the tech chops and cash to win in quantum computing.

Alphabet Inc.’s Q4 and $180B capex signal AI leadership; see why Search, Cloud, and GPUs may help it overtake Nvidia ...

The computing revolution began in 1944 with Colossus. See how technology transformed from room-sized machines to smart ...