New data streaming products and the CEO think data streaming will address the blockages to AI delivering tangible business ...

While many of the largest companies have seen their stock prices continue to climb in 2026, a few haven't kept up with the ...

Microsoft's decoupling from OpenAI has positioned Azure as a model-agnostic AI platform, reducing risk and enhancing earnings ...

With big tech’s CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, ...

Bill Ackman's Pershing Square fund has taken a major new position in Microsoft (NasdaqGS:MSFT), going public with the stake ...

AI Video Is Crushing Compute Economics. The Hidden AI Infrastructure Play Behind TikTok, Oracle And Synthetic Creators ...

Google has struck a $5 billion AI cloud deal with Blackstone. The agreement sharpens its challenge to Nvidia and Amazon in ...

Oracle (NYSE:ORCL) is set to become the first cloud provider to deploy Nvidia's next generation Vera CPUs at hyperscale.

Live Updates Nvidia Is Building a Second AI Business Beyond Hyperscalers Pinned 45 minutes ago Live Nvidia’s earnings ...

I’ve spent a lot of time inside enterprise AI deployments, and one thing that has become clear is that IT departments are ...

Combined 2026 capital spending from three cloud giants is set to top $570 billion, and they could be a smarter way to play ...

It began with the AI chatbot Microsoft Copilot, deployed since at least early 2024 and embedded in the pre-existing ...