OpenAI's generative AI models are becoming available on Amazon's cloud a day after the AI company revamped its relationship with longtime partner Microsoft.

The search giant's cloud business is suddenly leaving its biggest peers behind in growth -- and the gap could keep widening.

Wednesday night’s Fast Money panel on CNBC turned into a referendum on what an AI hyperscaler is supposed to look like in 2026. Amazon (NASDAQ:AMZN | AMZN Price Prediction) and Microsoft (NASDAQ:MSFT) reported on the same evening,

A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial i

Amazon and Microsoft are on track to spend $390 billion this year on AI investments, as the tech industry record-setting spending spree continues.

SAN FRANCISCO — Amazon moved quickly Tuesday to capitalize on OpenAI's new relationship status with Microsoft, launching a preview of OpenAI's models on its Bedrock platform less than 24 hours after the ChatGPT maker was freed from its previously exclusive cloud arrangement.

One is ahead in the race to be a leading AI company.

Though the companies each have different sets of revenue sources, sales growth among the cloud divisions of Microsoft, Amazon and Google will be in the spotlight for analysts. As the industry continues to pour hundreds of billions of dollars into artificial intelligence investments,

A blowout cloud quarter, an enormous backlog, and an accelerating chips business may have just shifted the trillion-dollar race in a meaningful way.

Recent filings reveal diverging revenue patterns and margin profiles between these tech leaders, with notable differences in quarterly volatility and scale.

Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand