We continue to wade through the 2024 Q4 cycle, which has been positive so far. Next week’s reporting docket is notably ...

Google plans to spend $75 billion on further building out AI infrastructure in 2025; the company said current demand for AI ...

This isn’t just a pricing advantage — it’s a structural advantage. IBM isn’t trying to outspend OpenAI or Google LLC on ...

We’re spending more time analyzing the back end of AI in terms of the models being built and the IT services being used to ...

The majority of the spending will target technical infrastructure, including servers and data centers, CFO Anat Ashkenazi ...

DeepSeek delivers high-performing, cost-effective models using weaker GPUs, questioning the trillion-dollar spend on US AI ...

Imagine trying to drive a Ferrari on crumbling roads. No matter how fast the car is, its full potential is wasted without a solid foundation to support it. That analogy sums up  today’s enterprise AI ...

We recently published a list of Top 10 AI Stocks to Watch Amid US-China AI War. In this article we are going to look at where ...

Alphabet's Q4 earnings show growth in key areas, but missed expectations, causing a dip. Read what makes GOOG stock an ...

Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are ...

OpenAI — the company behind ChatGPT and a big part of Stargate — is partnering with the U.S. National Laboratories. NPR's ...

He said that data centres are at the heart of AI infrastructure and announced that Reliance Jio's data centre in Kolkata will ...