Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...

Currently the second largest company in the world in terms of market capitalization, Apple (NASDAQ:AAPL) remains a core ...

The need for B2B marketing leaders to understand and consider the geopolitical context was also discussed at the Propolis ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

To ensure the financial services giant thrives for another 145 years, the EVP and CIO stresses the importance of a ...

NVIDIA Corporation NVDA stock has tumbled 21% over the past month, largely due to concerns over Chinese AI startup DeepSeek’s ...

"Then, lastly, the adult in the room, Satya [Nadella CEO] at Microsoft ... reported fiscal second quarter earnings with revenue for its cloud business falling short of expectations, posting ...

While acknowledging the somewhat "soft" performance in Microsoft's Azure cloud computing business ... of be hinging on what [Microsoft CEO] Satya [Nadella] has to say ... on the CapEx direction." ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably ... He compared the switch to data storage from server to cloud. Although it’s not the same thing, more people switched to ...