Amazon's forecasted spending in 2025 is 35% higher than 2024 and well above the $86 billion analysts expected.

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

Alphabet CFO Anat Ashkenazi says AI demand outpaces supply, driving massive investments in data centres and advanced GPUs to ...

Amazon.com, Google, Meta Platforms and Microsoft, the world’s leading hyperscalers, are embarking on an unprecedented year of ...

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

Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...

Despite supportive earnings, DeepSeek shocked technology stocks. In the busiest week of the earnings season, tariffs and the ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

Big Tech earnings showed Microsoft, Meta, and others sticking to their AI spending plans despite DeepSeek's R1 launch.

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

DeepSeek DeepSeek DeepSeek! That word has taken over the internet over the past week. Though things have cooled off a bit, it ...

We were tracking DeepSeek when it launched like a month before it then became this major news item. I think it is both a big ...