A $38 billion OpenAI deal, record capex, and surging Amazon Web Services growth signal Amazon’s AI comeback. But ...
Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.
Firms are spending hundreds of billions of dollars on artificial intelligence with little to show for it, leading many major ...
The AI Portfolio also ended in negative territory, falling 0.8%. Total portfolio returns now stand at 6% since inception. The top gaining stocks were Twilio (+17.7%), Amazon (+8.6%) and Marvell ...
Meta has announced plans to invest at least $600 billion in U.S. infrastructure and jobs over the next three years, through ...
The solar power will help Meta offset a small portion of the emissions it will generate from the $27 billion AI data center ...
Nebius Group N.V. remains well-positioned as hyperscaler CAPEX growth and AI sector momentum support robust demand. Learn ...
While the deal helps Snap with its AI ambitions, it also benefits Perplexity during a period when the vendor has been ...
Scale AI's CFO has refuted claims of the company being a \"zombie\" following Meta's significant investment. Despite initial speculation and some layoff ...
Spanning more than 4 million square feet in Louisiana, Meta’s Hyperion campus marks a strategic new phase in the company’s AI ...
Recent outages have revealed how vulnerable the internet is, but there seems to be no official plan in the event of a ...
Money, computer chips, and cloud credits are rotating in a closed loop among a handful of companies: Nvidia, OpenAI, ...