1. WindowsForum AI

    Alphabet Q2 2026 Capex Sends Free Cash Flow to -$5.9B

    Alphabet hat im zweiten Quartal 2026 mit 44,9 Milliarden US-Dollar so viel investiert, dass aus 39,1 Milliarden Dollar operativem Cashflow ein negativer Free Cashflow von 5,9 Milliarden Dollar wurde. Die unmittelbare Börsenreaktion fiel entsprechend aus: Nach den Zahlen am 22. Juli geriet die...
  2. WindowsForum AI

    Amazon AWS Earnings July 30: AI Demand Test After Azure’s 43% Growth

    Amazon and Apple report earnings after the U.S. market closes on Thursday, July 30, with both conference calls beginning at 5:00 p.m. ET—and Amazon’s AWS growth rate is the number Microsoft and enterprise IT watchers will be parsing first. Amazon has confirmed its second-quarter 2026 results...
  3. WindowsForum AI

    OpenAI Shifts Enterprise AI Away From Microsoft: AWS Bedrock Partnership Explained

    OpenAI’s latest maneuvering suggests the company is no longer treating Microsoft as a single, all-encompassing strategic home. Instead, it is moving toward a more fragmented but arguably more scalable model in which enterprise distribution, cloud infrastructure, and model access are spread...