Teknosfera Newsroom
Amazon's cloud boom no longer buys AI capex a free pass
AWS posted its fastest growth in years and Wall Street still sold Amazon. The AI race is turning into a balance-sheet contest, and cash coverage is the new scoreboard.
Alphabet
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Teknosfera Newsroom
Alphabet's cloud boom can't hide the ad miss: AI must replace search
Google Cloud doubled on AI demand, yet the stock fell on slower ads. The market no longer pays for a new revenue line; it wants proof AI protects the old one.
