India’s AI advantage may lie in combining frontier and open-weight models while building sovereign capabilities where ...

Amazon has increased its planned capital spending for 2026 to about $220 billion, with CEO Andy Jassy citing higher AI memory ...

Nvidia's stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler ...

OCI has been Oracle's primary growth engine over the past year. In fiscal 2026 (which ended on May 31), its cloud ...

The hyperscalers just proved AI infrastructure spending turns into real revenue, but each stock reacted differently, leaving ...

Two's first-quarter fiscal 2027 earnings call, CEO Strauss Zelnick put a number on it: he expects cloud gaming to reach commercial, low-latency viability within three ...

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the ...

Gavin Baker, portfolio manager at Atreides Management and a closely followed voice on artificial intelligence infrastructure, ...

Microsoft gained 26.1% in just four sessions -- or a mind-numbing $757 billion in market value. That's like creating a company with a value equivalent to Advanced Micro Devices in less than a week, ...

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get ...

Rapid swings in AI data centres' power demands are straining vital equipment, causing batteries, generators and cooling ...