Artificial intelligence:Microsoft rolls out DeepSeek's AI model on Azure platform "It's OK if that is a few years out, three ...

With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...

DeepSeek’s V3 and R1 models are available through Huawei’s Ascend cloud service They are powered by the Ascend 910x accelerators banned in the US, EU and UK The pricing is much lower than offered by ...

Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

Still, Amazon may be better positioned than rivals to capitalize on cheaper AI, analysts say, due to its massive cloud ...

TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...

Amazon stock is likely to be moved by however the AWS cloud business performs in the company's Q4 results, which are due late Thursday.

Amazon, Meta, Microsoft and Alphabet forecast more than $300bn in capital expenditure despite investor concerns about returns and DeepSeek ...

The chart below shows the price action between Nvidia and Nebius so far in 2025. The glaring commonality between the two stocks is that they both took a nosedive as the exact same time -- namely, when ...