The monolithic “AI trade” will be die in 2026. In the cloud services market, 2026 is likely to be a year of nuance and divergences, as the influence of AI on the cloud services and infrastructure markets becomes more fine-grained.

Amazon is making a louder, more deliberate move into the fast-moving world of conversational AI. While the company has spent

Quadric aims to help companies and governments build programmable on-device AI chips that can run fast-changing models locally.

The next stage of cloud-native infrastructure is employing Kubernetes as an orchestration platform for AI workloads, with an emphasis on supporting autonomous agents. Vast Data Inc. is positioning itself within that ecosystem, as a cloud-native AI ...

Baidu is rated 'Buy' with a $160 price target, driven by AI infrastructure growth rather than consumer AI hype. BIDU's non-advertising segments—AI Cloud, proprietary chips, and AI-based marketing—are now economically significant and growing rapidly ...

Railway, a cloud startup with 2 million developers and zero marketing spend, raised $100 million to challenge AWS and Google Cloud as AI-generated code floods the internet.

Stack Exchange Inc., the company behind the leading developer resource Stack Overflow, today announced the public launch of its new AI Assist feature. The company says it provides users with access to a ChatGPT-like conversational experience that will ...

BERLIN, GERMANY - NOVEMBER 18: French President Emmanuel Macron speaks at the European Digital Sovereignty Summit on November 18, 2025 in Berlin, Germany. The summit is bringing together government and private sector digital affairs leaders to discuss ...