AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.
Microsoft equips Azure with functions for local operation and data sovereignty. However, the sovereignty promises raise ...
Azure Copilot’s six new AI agents assist with a wide range of Azure cloud management tasks, either on their own or working ...
Their exits may strain Microsoft’s push to expand AI capacity as energy constraints and infrastructure bottlenecks ...
The company stated that one of the $35 billion initiative’s goals is “expanding AI capabilities.” That hints AWS may deploy ...
The world’s leading hyperscalers, chipmakers, and system builders aren’t experimenting with purpose-built – they’re aligning their infrastructure strategies around it. Arm is the trusted foundation ...
Applied Digital (Nasdaq: APLD) and CoreWeave (Nasdaq: CRWV) reported earnings showing two companies attacking AI ...
Morgan Stanley recently projected a US power shortfall through 2028, totaling 45 gigawatts (20% of total data center demand), ...
AWS is changing the cost equation for enterprises weighing up where to put AI infrastructure for processing sensitive data.
IBM's $11B Confluent acquisition completes its hybrid cloud stack, with Kafka streaming joining Red Hat and HashiCorp for ...
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Oracle (ORCL): HSBC Reaffirms Buy, Sets $382 PT Amid Strong Backlog and Data Center Strategy
Oracle Corporation (NYSE:ORCL) is one of the Buzzing AI Stocks on Wall Street. On November 26, HSBC maintained its Buy rating ...
AI-ready infrastructure solutions, hosted at the edge in Miami data centers, have been introduced by the cloud and bare metal ...
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