The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on ...

WHEN President Donald Trump joined tech executives on Tuesday (Jan 21) to tout a multibillion-dollar artificial intelligence ...

The Stargate joint venture and rejiggered partnership with OpenAI also lets Microsoft offload some AI spending onto rivals.

The networking hardware company's share price ended the daily session up 6.8% and had been up as much as 8% earlier in ...

Oracle's shares jumped nearly 9% before the bell on Wednesday after U.S. President Donald Trump said the company would make a ...

President Donald Trump is talking up a joint venture investing up to $500 billion for infrastructure tied to artificial ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services, has been making significant strides in the rapidly evolving technology landscape. With a substantial ...

Elon Musk and OpenAI CEO Sam Altman are fighting on X about Stargate, the infrastructure project to build data centers for ...

OpenAI, Oracle, Softbank and MGX are investing a record amount in new AI infrastructure even as China's DeepSeek outperforms on cost.