Microsoft to Build Massive New Data Center in Cheyenne, Wyoming
Microsoft has also formed a dedicated partnership with Black Hills Energy to support these efforts.
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Amazon’s AI Revenue Crosses $15 Billion as Chip Unit Prepares for External Sales
Amazon CEO Andy Jassy reveals the company may soon sell its custom AI chips to third parties. Its in-house chip business reaches $20B annual run rate while AWS AI revenue crosses $15 billion.
Arista Networks Stock Gets Bullish Upgrade — Analyst Sees Up to 40% Growth
Rosenblatt upgrades Arista Networks, citing strong AI demand and faster growth ahead.
Microsoft Announces $10 Billion AI Push in Japan, Sakura Internet Stock Soars
Microsoft plans a $10 billion investment in AI and cybersecurity in Japan over 4 years. Sakura Internet stock jumps 20% as it becomes the local AI partner.
Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
Software Stocks Plunge as Amazon’s New AI Agent Sparks Disruption Fears
Software stocks (IGV) dropped 4.3% after Amazon revealed it’s building AI agents to automate sales, cybersecurity and networking jobs.