TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...
OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its ...
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Apple is among tech giants unveiling plans about how they plan to invest billions in the United States as they face potential ...
A study estimates that pollution from Google, Microsoft, and Meta's data centers has led to $5.4 billion in U.S. public ...
Alibaba shares are up 70% this year to date on the boost from DeepSeek and its AI partnership with Apple for iPhones in China ...
We recently published a list of 10 Best Performing Semiconductor Stocks So Far in 2025. In this article, we are going to take ...
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The ...
BI obtained data that specifies some teams that were hardest hit by Meta's performance-based job cuts.