MacBooks and Xboxes are getting more expensive due to “.” Central bankers are warning the AI boom could soon trigger a ...

SoftBank to launch US neocloud called SB Neo Belgium’s Proximus turns to Ekinops for optical buildNokia lands optical deal ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for ...

Meta Platforms is building a cloud infrastructure business called Meta Compute to sell AI computing power, challenging AWS, Azure, and Google Cloud.

AI infrastructure spending is surging—learn how to spot durable AI winners using free cash flow and contract backlogs, plus ...

Today's AI hyperscalers resemble 1999’s tech giants, not fragile dotcom startups, and risk severe multiple compression. Read ...