Artificial intelligence, professionally covered
A filing shows the last tranche has cleared. The headline number is not new money, the stake figure does not come from the filing, and the $100 billion AWS figure is a ceiling.
Aug 1, 2026
A record $190 billion capital-spending year has not stopped Azure customers queueing behind Microsoft's own Copilots — and after a run of GitHub outages, it was Amazon that supplied the capacity.
Jul 27, 2026
The two-year arrangement, reported by The New York Times, would have Anthropic pay Meta monthly for computing capacity — weeks after a $45 billion, three-year deal with Elon Musk's SpaceX.
Jul 18, 2026
