Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.

Chinese AI startup DeepSeek's model led to increased scrutiny on Microsoft's AI spending.

Amy Hood's steady, simple response to the upheaval caused by news of a low-cost AI rival offers a model for how company ...

Microsoft hired three former members of Google DeepMind, which was originally co-founded as a startup research lab by ...

Microsoft CEO Satya Nadella believes that DeepSeek will inevitably help the American AI industry rather than hurt it.

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

"Investing 'very heavily' in capital expenditure and infrastructure is going to be a strategic advantage over time," Mark ...

As Gates and Hurd continue their journey together, their relationship have some common things like shared values of ...

Microsoft reported its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things AI.

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia , ...