AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...
Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and ...
Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
In recent years, big tech companies have invested hundreds of billions of dollars in artificial intelligence infrastructure. Although capital expenditures (servers, chips, and buildings) generally ...
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