Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...

NVIDIA Corporation NVDA stock has tumbled 21% over the past month, largely due to concerns over Chinese AI startup DeepSeek’s ...

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

DeepSeek's enterprise reverberation continues - let's weigh the upside (and downside). HR leaders evaluate culture tools - do ...

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

Microsoft stock continued to move lower Thursday morning after the company reported its Q2 earnings on Wednesday that missed estimates on key cloud revenue.

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

Days after Chinese startup DeepSeek's breakthrough low-cost AI computing shook the U.S. technology industry, CEOs of ...

India will launch its large language model this year, union minister Ashwini Vaishnaw announced on Thursday. This and more in ...

Hey, greetings and welcome to the Microsoft fiscal year 2025 second-quarter earnings conference call. (Operator Instructions) As a reminder, this conference is being recorded. It is now my pleasure to ...