Andy Jassy
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Microsoft and Amazon face heightened model‑risk scrutiny after Hugging Face incident
Microsoft reported fiscal Q4 2026 revenue of $90.01 billion, with Azure revenue growing 43% and full‑year Azure surpassing $100 billion. Microsoft 365 Copilot reached 30 million paid seats and commercial RPO rose to…
1 sourcefinance.yahoo.com -
Opinion: Amazon and Alphabet’s $400 billion AI spend may shape 2027 profits
Amazon and Alphabet together are on track to spend close to $400 billion on AI infrastructure in 2026, according to their Q2 FY2026 results. AWS posted $42.23 B in revenue, up 37% YoY, with an operating margin of 39.4%…
1 source247wallst.com -
AI agents like Instinct and Meta's Muse could threaten Amazon, retail expert says
Agentic shopping bots like the startup Instinct and Meta's Muse are beginning to roll out to consumers, promising to buy groceries, book flights, and handle transactions. However, retail journalist Jason Del Rey notes…
1 sourcebusinessinsider.com
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Microsoft and Amazon face heightened model‑risk scrutiny after Hugging Face incident (21 September 2026).