Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company ...

Following the recent $500bn "Stargate" data center initiative announced by OpenAI, Microsoft is no longer the AI company's exclusive cloud provider though retains the "right of first refusal (ROFR)" ...

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...

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: ...

"There's ton of interest from the data center community," CEO Tim Heidel said in an interview. "Data centers are the customers we're prioritizing." ...

The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's ...

Silicon Valley is coming to grips this week with the realization that creating an advanced artificial intelligence model may ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

In addition to Oracle and OpenAI's Stargate initiative, Amazon, Meta, Google and other tech giants are building facilities ...

Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number ...

DeepSeek delivers high-performing, cost-effective models using weaker GPUs, questioning the trillion-dollar spend on US AI ...

Silicon Valley and Washington leaders said the app shows China can challenge the U.S. The Nasdaq lost 3 percent and chipmaker ...