Microsoft's Xbox is testing an ad-supported model for streaming games users already own, aiming to make gaming more affordable. Meanwhile, Amazon is integrating its Luna cloud gaming service into Prime Video, increasing its visibility to Prime subscribers. Both companies face challenges with network latency but seek to expand cloud gaming by targeting casual players and lowering costs. These moves reflect efforts to grow their gaming presence amid competition from established console makers and other platforms.
AMD unveiled its new Helios AI rack system, designed to power large-scale AI labs and compete with Nvidia's dominance in the market. The system, promoted by CEO Lisa Su at the Advancing AI conference, boasts superior performance metrics and has alrea...
Big Tech companies like Google, Microsoft, Meta, and Amazon are accelerating AI revenue growth but facing financial challenges as capital expenditures (capex) rise faster than operating cash flow. The company with the highest capex in 2026 has turned...
PatentVest's latest report analyzes OpenAI's 69 published patent families, showing the company's strategic shift from conversational AI to broader AI applications including generative media, AI agents, and developer infrastructure. This portfolio ref...
Microsoft is set to report its Q4 2026 earnings on July 29 with strong growth in its Azure cloud business and solid enterprise positioning. However, the stock faces valuation pressure due to investor concerns about AI-related risks, including capital...
Microsoft has been upgraded from Hold to Buy following a significant pullback in its stock price, making its valuation more attractive at 23 times forward earnings. The company’s large capital expenditure, expected to exceed $40 billion in Q4 and $19...
