Amazon

Cloud Giants Push AI: Who Can Bear the Trillion-Dollar Bet?

Alphabet and Amazon Q3 2026 earnings: cloud revenue surges, capex hits $415B, free cash flow turns negative. Can AI spending pay off?

Nov 1 • Meng Li

The Next AI Cloud Battle: Software Migration Costs

Amazon's AI cloud battle hinges on software migration costs, Trainium chip adoption, AWS growth, and whether massive capex turns into real cash flow.

Oct 21 • Meng Li

AI Showdown: The Ambitions of Amazon, Microsoft and Google

How Amazon, Microsoft, and Google are taking three different paths in the AI race: infrastructure, software, and the physical world.

Mar 18 • Meng Li

$600B AI Arms Race: US Tech Giants Bleed Cash, Apple Bows Out

Meta, Amazon, Microsoft and Google to spend over $600 billion on AI infrastructure in 2026, surpassing Sweden's GDP. Apple bucks the trend with 19…

Feb 9 • Meng Li

Amazon Drops 25 New Products in 10 Mins—Kimi & MiniMax Debut

AWS re:Invent 2025: 25 launches in 10 min—Trainium4, Nova2, Kimi & MiniMax debut, AI Agents rule

Dec 3, 2025 • Meng Li

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