New plans for Azure could leave less room for Nvidia.

Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to ...

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap ...

Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a ...

Effective February 1, 2027, Microsoft will implement significant price increases for virtual servers and storage services in ...

Keys decide who reads your data. We ranked 2026’s 10 best encryption and key management solutions — Thales leads, AWS KMS and ...

The relentless evolution of the artificial intelligence industry has sparked a unique blend of anxiety and unwavering ...

CoreWeave is a specialized cloud provider that offers cloud infrastructure tailored for artificial intelligence and machine ...

Trading News QQQ trades at $717.11, down 1.50% and 4.55% for the week, after a $4.18B outflow and a 9-day chip rout | That's ...

When Big Tech spends $100 billion on AI, who gets paid? Follow the money through Nvidia, chipmakers, data centers, utilities ...

SemiAnalysis reports Nvidia denied some neoclouds GTC Berlin access over AMD GPU and Google TPU use, as providers weigh switching suppliers.

Companies are giving agents more authority, but many are still struggling to track what they can access, what they're doing ...