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

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 ...

Big tech continues to invest heavily in AI even as investors eagerly watch for indications that it’s paying off.

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

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 ...

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