The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Stocks rose Tuesday, led by tech. AI fears loom as Meta, Microsoft report earnings. Tesla faces policy risks. Fed decision, ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
By Deborah Mary Sophia and Joel Jose (Reuters) -Investors punished Microsoft with a 6% share drop on Thursday as hefty AI ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.