Microsoft’s earnings jumped on strong Azure and AI demand while Meta’s stock fell as rising costs, weaker margins and unclear ...

Krikorian is one of a growing number of Americans adopting Chinese AI systems, which are gaining ground around the world ...

AWS revenue hit $42.2 billion in Q2, marking its fastest growth in 18 quarters as AI demand outpaces Amazon’s ability to ...

CoreWeave’s Q2 earnings will test margin recovery and free cash flow gains as credit spreads raise capital costs. Click for ...

Digital Realty (NYSE:DLR) draws attention as data-center real estate stays in focus amid strong AI-driven demand, a broad AI ...

Pushing full-year revenue past $331 billion, Microsoft is expanding data centre capacity and decoupling enterprise context to ...

The company plans to combine chat, agents and business workflows into a single AI workspace while separating memory, context ...

AI memory chip stocks surged as Sandisk jumped 26% and Micron 18%. Microsoft’s Azure growth and a shortage through 2028 ...

Google, Microsoft, Meta, Amazon and Apple are on track to spend about $700 bln this year, against roughly $410 bln last year.

A base model anticipates U.S. data center demand of about 118 GW by 2030. As potential demand and proposed data center size both grow, so does the complexity in forecasting, analysts said.

Computing & Data Storage will lead all application markets in semiconductor revenue growth, rising by more than 150% YoY in ...

High demand for special computer chips capable of supporting AI use is impacting on distribution procurement and pricing ...