Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Even with Microsoft's hard-driving culture, and its vision for a computer on every desk and in every home (running Microsoft ...

OpenAI CEO Sam Altman excitedly teases significant advancements in the partnership with Microsoft, hinting it will surpass ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.

Over the last couple of years, the Palantir CEO has consistently said that LLMs, while useful, are commoditized products. During a recent interview, Karp doubled down on this idea as it relates to the ...

OpenAI CEO Sam Altman announces next phase of partnership with Microsoft surpassing expectations, focusing on AGI development ...

Microsoft CEO Satya Nadella highlighted the Jevons Paradox following the rise of Chinese AI startup DeepSeek, known for its ...

Amazon, Microsoft, and Google faced capacity constraints in their data centers during Q4 2024, limiting their ability to meet ...

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...