Meta re-affirmed its plan Wednesday to spend between $60 billion and $65 billion in capital expenditures this year.
Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...
AMD needs to deliver amid the uncertainties caused by DeepSeek on the need for more compute. Read why I will maintain my ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
In addition to Oracle and OpenAI's Stargate initiative, Amazon, Meta, Google and other tech giants are building facilities ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and ...
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to ...
Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been ...
Trump called the joint venture - known as Stargate - "a new American company that will invest $500 billion at least in AI infrastructure in the United States," promising that it will create more than ...