Nvidia launched a revenue-sharing model with AI cloud partners Sharon AI and Firmus, combining GPU sales with recurring cloud income across 210,000 GPUs.

MSFT's understated end-to-end stack, including cybersecurity and AI partnerships, positions it ahead of hyperscaler and SaaS ...

The AI industry has been focused on answering, "Could the industry build enough compute fast enough to keep up with demand?" But this is the wrong question to be asking.

Microsoft is spending a record $190 billion on AI infrastructure this year, yet it is still short on computing capacity. A ...

Google Cloud delivered one of the rarest combinations in Big Tech — faster growth and wider profitability at the same time.

In the age of AI-assisted development, code may increasingly be written by machines, but accountability remains a human responsibility.

Under Greg Abel, Berkshire Hathaway has taken a sizable stake in Google-parent Alphabet.

The software giant is better positioned for the agentic AI era than Wall Street thinks.

The IT services provider repositions for a new era of AI-driven infrastructure, moving from data centre ownership, to an ...

Super Micro Computer (NASDAQ:SMCI) shares gained after the AI server maker flagged strong new order momentum and improved ...