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Market Intelligence

    AWS grows 39% and Amazon will spend even more on AI in 2027
    • Amazon

    AWS grows 39% and Amazon will spend even more on AI in 2027

    • Cristian Dina
    • Oct 31, 2026
    Microsoft made $10bn from OpenAI last quarter, 11% of its revenue
    • Microsoft

    Microsoft made $10bn from OpenAI last quarter, 11% of its revenue

    • Cristian Dina
    • Oct 29, 2026
    Alphabet’s AI commitments pass $1tn, its quarterly filing shows
    • Alphabet

    Alphabet’s AI commitments pass $1tn, its quarterly filing shows

    • Cristian Dina
    • Oct 29, 2026
    Alphabet shares fall 12% after Google says AI Mode searches earn less
    • Google

    Alphabet shares fall 12% after Google says AI Mode searches earn less

    • Cristian Dina
    • Oct 29, 2026
    Elon Musk says debt markets have shut out neoclouds and few will survive

    Elon Musk says debt markets have shut out neoclouds and few will survive

    • Cristian Dina
    • Oct 26, 2026
    Ciena CEO who survived the telecom bust tells WSJ the AI boom is different

    Ciena CEO who survived the telecom bust tells WSJ the AI boom is different

    • Cristian Dina
    • Oct 26, 2026
    Apollo’s Slok says US companies now treat AI spending as a cost, not growth

    Apollo’s Slok says US companies now treat AI spending as a cost, not growth

    • Cristian Dina
    • Oct 26, 2026
    Web Summit survey: 60% in tech say AI has increased their workload

    Web Summit survey: 60% in tech say AI has increased their workload

    • Ana Maria Constantin
    • Oct 22, 2026
    Supermicro expects up to $19.5bn in quarterly revenue, $4bn above guidance

    Supermicro expects up to $19.5bn in quarterly revenue, $4bn above guidance

    • Cristian Dina
    • Oct 20, 2026
    Korean AI data centre firm Elice sinks 32% in a record-worst IPO debut

    Korean AI data centre firm Elice sinks 32% in a record-worst IPO debut

    • Cristian Dina
    • Oct 20, 2026

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