Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double the same period the previous year. The bulk of it is going on chips and data centers to power generat ...
AMD’s Jaya Jagadish: India to play ‘transformative role’ in global AI, datacenter and chip landscape
If there’s one thing that Jaya Jagadish is keen to remind me of, it’s that advanced AI and data center technology aren’t just ...
Mark Zuckerberg: DeepSeek shows why U.S. must be AI’s ‘global open source standard’; no reason to rethink spending
The cofounder and CEO of Meta doubled down on plans to spend hundreds of billions of dollars on AI infrastructure as China's DeepSeek raises questions about the costs of the AI arm's race.
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft on Wednesday forecast disappointing growth in its cloud computing business, sending its shares down 4.5% in ...
Trump’s first 100 days: all the news impacting the tech industry
On Tuesday night, President Donald Trump issued a pardon to Ross Ulbricht, who ran the dark web marketplace Silk Road under ...
Microsoft investors are ignoring this number that suggests better growth ahead
Microsoft Corp. investors focused on the company's disappointing revenue of its Azure cloud business on Wednesday, but they should also be looking at another number indicative of future growth: ...
Micron Technology (MU) Reports Strong FY 2024 with $25.11B Revenue, Positioned for Growth in Generative AI with HBM3E and DDR5
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
NuScale Power Corporation (SMR) Stock Plunges 25% Amid DeepSeek AI Concerns and Reevaluation of AI-Driven Energy Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
Microsoft Corporation (MSFT) Q2 2025 Earnings Call Transcript
Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...
Western Digital Corporation (WDC) Q2 2025 Earnings Call Transcript
Western Digital Corporation. ( NASDAQ: WDC) Q2 2025 Earnings Conference Call January 29, 2025 4:30 PM ET ...
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Energy Efficiency: The Real Reason DeepSeek AI is Such a Big Deal
DeepSeek, a Chinese AI startup, disrupts the tech industry with its energy-efficient and cost-effective AI model, sparking ...
Why blocking China's DeepSeek from using US AI may be difficult
Top White House advisers this week expressed alarm that China's DeepSeek may have benefited from a method that allegedly ...