Amazon

Amazon is a multinational technology company based in Seattle that focuses on e-commerce, cloud computing, digital streaming and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. Founder Jeff Bezos serves as the company’s executive chair, and Andy Jassy has held the CEO role since 2021.

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Grafana Labs CEO Raj Dutt. Screenshot via YouTube
Exclusive

Grafana Labs in Talk to Raise at $9 Billion Valuation

By Katie Roof and Cory Weinberg · Feb 13, 2026 1:22pm PST
Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending, is finalizing a new funding round that would value it at about $9 billion, people familiar with the matter said. That’s up from $6.6 billion in a 2024 funding round. The funding talks follow Grafana’s growth in annual recurring revenue, which hit... Grafana Labs, a software startup that helps companies monitor cloud and AI activity and spending,...
Art by Clark Miller (photo: Getty Images)
The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Masayoshi Son, CEO of Softbank. Photo by Akio Kon/ Getty Images
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By Cory Weinberg · Feb 12, 2026 5:00pm PST
The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed some personal financial risk in the company’s big OpenAI investment.A little-noticed disclosure in SoftBank’s earnings report released Thursday said that Son no longer was on the hook for the roughly $1 billion personal guarantee he had pledged so a... The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed...
Photo by Matthias Balk/Getty Images.
Exclusive

Amazon Discusses AI Content Marketplace With Publishers

By Catherine Perloff and Erin Woo · Feb 9, 2026 3:34pm PST · 3 comments
Amazon has indicated to publishing industry executives that it is planning to launch a marketplace where publishers can sell their content to firms offering AI products, according to two people who spoke with Amazon about the project. Those discussions come as publishers and AI companies are battling to set terms over how AI firms can access... Amazon has indicated to publishing industry executives that it is planning to launch a...
Sunday Insights

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

By Martin Peers · Feb 7, 2026 10:00am PST · 3 comments
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some difficult choices, such as whether to end stock buybacks or borrow more money. The good news is that the big tech companies have the capacity to... Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out...