Earnings hint at growth trajectory despite increases in capital spending
Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft
Facebook owner’s stock drops 6.5% while Alphabet, Microsoft and Amazon report strong cloud computing growth
AWS customers will have direct access to AI lab’s most advanced models
Company taps rising demand for electricity from data centres to power AI boom
Start-up behind Claude tool seeks to bulk up on chips and computing power after suffering outages this year
Federal Aviation Administration forces Jeff Bezos’s space venture to halt operations of flagship New Glenn
Retailer tests holding third-party merchandise in Supercenter back rooms to boost its online marketplace
Bezos and Musk compete for extraterrestrial dominance
The ecommerce giant has agreed an $11.6bn deal to acquire satellite group Globalstar
Deal will bolster tech group’s efforts to challenge Elon Musk’s Starlink with its own low Earth orbit satellite business
Ecommerce giant is trying to catch up with SpaceX’s low Earth orbit internet service
Start-up aims to capitalise on rising interest in atomic power due to growing power demand from AI
Rift deepens as start-up tests limits of Microsoft’s exclusive rights to host its models
The risk for the Chinese contender is one of cash burn as it pursues expansion at home and overseas
Total issuance tops $65bn on Tuesday as companies take advantage of calmer markets
Ecommerce giant says there has been a ‘trend of incidents’ linked to ‘Gen-AI assisted changes’
Drive for ‘leaner’ operations piles pressure on employees but could be a playbook for rivals
David Luan will leave company this week to ‘cook up something new’
Tech giant blames ‘user error, not AI error’ for incident in December involving its Kiro tool
Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge cloud business
Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets
Nasdaq climbs after sell-off fuelled by worries over vast AI spending
Capital expenditure forecasts for 2026 were a third higher than Wall Street’s expectations
Stocks tumble despite strong earnings reports from most Silicon Valley heavyweights
