Why Amazon Web Services CEO Matt Garman Is Playing the Long Game on AI
He went on to become AWS’s first product manager and helped to build and launch many of its core services, before eventually ...
SOXL: Custom GPUs Are A Risk
Semiconductor Bull 3X faces mounting risks in the AI GPU market. Learn why SOXL’s inefficiency and leveraged nature make it a ...
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STC strikes strategic agreements with global digital giants at LEAP 2025
STC Group concludes another successful year as a strategic partner of LEAP 2025.More than 75 strategic partnerships between stc Group and tech industry ...
Why Intel must stay independent, spin out its foundry and rebuild its iconic brand
Intel design stands independent: Freed from the foundry’s capital demands, Intel focuses on x86 CPU leadership, discrete GPU ...
Microsoft: Owning The AI Stack Helps To Counter The DeepSeek Threat
Microsoft’s AI integration strengthens its position. Read why MSFT stock remains a solid buy despite the impact of DeepSeek’s ...
Oracle Database’s Outstanding Reliability and Security Underpin Strong Switching Costs
OCI was built with flexibility and ease-of-use in mind, which could bring a significant base of first-time Oracle users to the company. Artificial Intelligence demand should boost growth further. We ...
Amazon Robotics chief technologist discusses AI, warehouse jobs, and how human 'common sense' will always be needed
In a wide-ranging interview with BI, Tye Brady explains why the company is investing heavily in robots.
UPS' Domestic Margins Advancing, but Amazon Relationship to Ramp Down Materially
UPS materially boosted its total dividend payment by almost 50% in 2022 (to more than $5 billion annually). While we think the increase was somewhat ambitious, outside of major economic disruption, ...
Amazon Just Hit a Major Milestone That You Don't Want to Ignore
While that could appear drastic, Amazon sees it as crucial and necessary. Jassy has repeatedly said that the AI opportunity ...