Investors punished Microsoft with a 6% share drop on Thursday as hefty AI bets failed to drive a big increase in its cloud ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Shares of AI infrastructure providing companies climbed on Thursday after positive commentary from Meta Platforms ...