By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
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.
Stock markets suffered a sell-off on Monday, 27 January 2025 as China’s DeepSeek claimed new advances in the field of artificial intelligence. DeepSeek says it has trained a generative AI chatbot at a ...