OpenAI's generative AI models are becoming available on Amazon's cloud a day after the AI company revamped its relationship with longtime partner Microsoft.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

One is ahead in the race to be a leading AI company.

A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial i

Amazon and Microsoft are on track to spend $390 billion this year on AI investments, as the tech industry record-setting spending spree continues.

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on the same evening,

Alphabet, Amazon, Meta and Microsoft —are set to report their latest quarterly results after Wednesday's closing bell.

SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI's new relationship status with Microsoft, launching a preview of OpenAI's models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement.

Alphabet delivered the strongest results of the four, posting Q1 2026 revenue of $109.9 billion, up 22% from $90.2 billion a year earlier.

Recent filings reveal diverging revenue patterns and margin profiles between these tech leaders, with notable differences in quarterly volatility and scale.

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand