The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia stock could benefit from these massive AI infrastructure investments.
If we learned anything from tonight’s December-quarter earnings announcements from Microsoft and Meta Platforms, it’s that we ...
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback