Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a ...

CoreWeave, an artificial intelligence startup backed by Nvidia , has signed a five-year contract worth $11.9 billion with ...

Microsoft has a wide-moat around its key businesses and faces limited competition. Click here to read why I rate MSFT stock a ...

It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...

The number of people worldwide worth $100 billion or more has risen to 15. They are mostly Americans, and just a few ...

In another note, published Monday, the TD Cowen analysts said they believed Microsoft's actions were "related to a shift in incremental OpenAI workloads to Oracle/Softbank as we have seen a ...

In another note, published Monday, the TD Cowen analysts said they believed Microsoft's actions were "related to a shift in incremental OpenAI workloads to Oracle/Softbank as we ... capacity than any ...

Last year alone, we added more capacity than any prior year in history. While we may ... wrote that the pullback by Microsoft ...

The company is also a major backer of OpenAI, which is part of the $500 billion Stargate data center initiative, along with Oracle ... demand," Microsoft's spokesperson wrote. "Last year alone, we ...

Nvidia suffered the largest one-day drop in market history and tech ... TD Cowen analysts suggested Microsoft’s retreat could be due to OpenAI shifting to Oracle after the two companies agreed ...

Microsoft Corp. has cancelled some leases for United States data centre capacity, according to Toronto Dominion Cowen, (TD Cowen) raising broader concerns over whether it’s securing more artificial ...