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Nvidia Stock: UBS Expects ‘Strong Results’ When the Company Reports Q4 Earnings
Investors in chip major Nvidia (NVDA) are starting to breath again as hype over Chinese startup DeepSeek and its lower-cost ...
Alibaba commits US$53 billion for AI infrastructure in largest private computing project
The spending over the next three years is more than half the US$100 billion the US plans for its Stargate project.
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Stargate is just the beginning of the AI renaissance in the U.S.: Playground Global's Sasha Ostojic
Sasha Ostojic, Playground Global venture partner, joins 'Squawk Box' to discuss the $500 billion Stargate AI project, ...
Anadolu Ajansi4h
Alibaba announces $53B investment in AI infrastructure over next 3 years
The investment, which exceeds Alibaba’s total AI and cloud spending over the past decade, underscores the company’s focus on AI-driven growth and its role as a leading global cloud provider,' accordin ...
Forget Stargate. Apple now has its own $500 billion investment plan.
Apple is matching the amount of the Stargate AI joint venture — and building goodwill with the new administration in a ...
Analytics India Magazine7h
Microsoft Rethinks Compute Needs, Cancels AI Data Centre Leases
Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about ...
Alibaba To Invest A Massive $53 Billion In AI Infrastructure, Taking On Trump's Stargate AI Plan
Alibaba Group Holding Ltd. (NYSE: BABA) has announced an investment of 380 billion yuan ($53 billion) for its cloud computing ...
Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...