Cloud Hosts Win Investor Love While AI Labs Face Skepticism
Amazon's $173B capex spend and 37% AWS revenue growth signal investor preference for cloud infrastructure over standalone AI startups.
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Google's Agentic April: Cloud Next '26, Gemma 4, and a Two-Pronged AI Strategy
Google unveiled the Gemini Enterprise Agent Platform, eighth-generation TPUs, and open model Gemma 4 in a month-spanning push to dominate the agentic AI era.
AWS Bedrock's OpenAI Integration Signals a Seismic Shift in Cloud AI Alliances
Amazon's rapid addition of OpenAI models and tools to AWS Bedrock exposes the fracturing of Microsoft's once-exclusive AI partnership.