This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...

Discover how Meta's AI investments drive ad growth, new monetization channels, and market leadership amid challenges. Click ...

As Meta Platforms shifts focus and rides a bullish trend, investors should formulate a strategy for all likely outcomes. 24/7 ...

We're also looking at Anthropic's CEO stark warning about the tech's impact on the labor market. What's on deck Markets: The ...

The highly competitive technology industry is now coming together to foster a new era of digital infrastructure innovation.

Nvidia earned an exceptional 62% GAAP operating margin in fiscal 2025, as it prospered from significant operating leverage during the AI boom. We anticipate that GAAP operating margins will be 59% in ...

New research from Meta reveals AI models achieve 34.5% better accuracy with shorter reasoning chains, challenging industry ...

The company continued to grow fast in its most recent quarter despite new rules restricting the sale of A.I chips to China.

Nvidia prepares to report its earnings on Monday. Why is the report such a big deal? For a couple of reasons. See why.

Meta Platforms has quietly restructured its AI division, carving it into two specialized teams in a bid to accelerate product ...

Meta is facing a significant exodus of employees associated with the company’s AI teams. Many key researchers behind the ...