investor strategy

Amazon’s twin AI moves this week — a headline-grabbing pledge to build supercomputing and classified cloud capacity for U.S. government customers alongside the longer-running multiyear compute relationship between OpenAI and AWS — have reset the narrative around Amazon’s capital intensity...

Microsoft’s latest quarter showed the company is not retreating from its AI bet — it is accelerating into it, and investors who sell now risk missing a multi-quarter story that is as much about infrastructure economics and enterprise monetization as it is about headline revenue beats. Overview...