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Private equity giant Apollo Global Management warned that corporate debt backing the artificial intelligence buildout is becoming riskier as hyperscalers issue bonds to finance massive capital expenditures.
Amazon Web Services announced it is unable to recover data or restore service at damaged infrastructure sites in Bahrain and the UAE following drone attacks earlier this year.
Vanguard's Information Technology ETF (VGT) has amassed $170 billion in assets after generating a 2,300% total return over the past 20 years, significantly outperforming the broader S&P 500 index.
Amazon’s market capitalization has climbed to $2.7 trillion under CEO Andy Jassy, driven by strong growth at Amazon Web Services and expanding enterprise investments in cloud and artificial intelligence infrastructure.
Oracle delivered 121% growth in cloud infrastructure revenue for Q1 fiscal 2027, backed by massive AI demand. However, Morgan Stanley kept its $210 price target intact due to gross margin compression from GPU infrastructure investments.
Arista Networks continues to trade near historic highs amid robust demand for AI networking equipment, even as management warns of supply constraints and client concentration.
Oracle reported 30% revenue growth for its fiscal first quarter, boosted by a doubling of cloud infrastructure revenue as the software giant expands its footprint in artificial intelligence.
Alongside the rollout of its iPhone 18 and foldable iPhone Duo, Apple has increased the base prices of several older iPhone models by $100, citing rising memory and component expenses.
The transition from conversational chatbots to action-oriented AI agents is prompting cybersecurity vendors like CrowdStrike and Palo Alto Networks to expand their control layers as enterprise leaders grapple with the operational risks of automated decision-making.
Researchers at the Harvard John A. Paulson School of Engineering and Applied Sciences have developed new software caching algorithms that cut cache promotion operations by 20% to 60%, offering energy and performance gains for AI-era data centers.
Meta has released a consumer-facing personal AI agent app codenamed Hatch, featuring free and paid subscription tiers up to $100 per month, amid ongoing scrutiny over privacy and safety.
Snowflake reported a 37% jump in second-quarter product revenue to $1.49 billion, sending shares up over 20% in extended trading and positioning the cloud software vendor for sustained top-line momentum.
EPAM Systems has joined the Wiz Partner Alliance to expand its cybersecurity and cloud remediation offerings following a second-quarter report that showed margin expansion alongside slowing top-line growth.
Amazon could reach a $4 trillion market capitalization before 2029 as accelerating growth in Amazon Web Services and efficiency gains in e-commerce boost the tech giant's valuation trajectory.
Snowflake reported second-quarter product revenue of $1.49 billion, up 37% year-over-year, as enterprise adoption of artificial intelligence tools drove increased compute consumption across its data platform.
Microsoft is ending unmetered cloud game streaming for Xbox Game Pass members in November, imposing monthly hourly caps across all subscription tiers as infrastructure costs mount.
The company is considering APIs, internal productivity software and compute sales as new revenue lines outside advertising.
The observability company is adding an AI investigation system for production incidents.
The Kubernetes management company added Goldman Sachs and strategic investors as businesses move AI systems from pilots into production.
The molecular design startup reached a $3.8 billion valuation while expanding partnerships with major drugmakers.
The new workflow creates a short-lived Cloudflare environment that can be claimed or allowed to expire.
The startup is building validation software that checks model responses before errors reach users in high-precision workflows.
New developer primitives address memory, subagents, execution and recoverable long-running work.
OpenShell, AI-Q and new Nemotron models aim to give companies more control over autonomous software.
The 14- and 16-inch laptops add faster AI processing, higher storage floors and improved solid-state drive performance.
The Palo Alto AI infrastructure company will use the capital to expand its SN50 chip and SambaCloud platform as demand grows for alternatives in inference computing.
