Investors in chip major Nvidia (NVDA) are starting to breath again as hype over Chinese startup DeepSeek and its lower-cost ...

The spending over the next three years is more than half the US$100 billion the US plans for its Stargate project.

In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...

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 ...

Apple is matching the amount of the Stargate AI joint venture — and building goodwill with the new administration in a ...

Microsoft has reportedly started cancelled leases for a significant data centre capacity in the US, raising concerns about ...

Alibaba Group Holding Ltd. (NYSE: BABA) has announced an investment of 380 billion yuan ($53 billion) for its cloud computing ...

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over ...

The state’s monopoly utility cites surging demand from data centers in North Carolina as a top reason for its multi-billion ...

OpenAI plans to shift compute needs from Microsoft to SoftBank. OpenAI's increasing spending on Microsoft’s data centers in the short ...

OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The ...