Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.

Microsoft’s $18 billion investment in Australia’s AI and cloud infrastructure by 2029 will expand Azure capacity and AI training programs, potentially benefiting construction firms that use ...

The big five hyperscalers plan to spend a total of more than $700 billion on artificial intelligence (AI) infrastructure this ...

Microsoft Corp. (NASDAQ:MSFT) is one of the 10 best cybersecurity stocks to invest in according to analysts. The company’s multi-year overseas investments in AI infrastructure and cybersecurity are ...

Microsoft has expanded Copilot’s capabilities in Word, Excel, and PowerPoint to handle multi-step, in-app actions, marking a shift from passive suggestions to active task execution. The update, tied ...

The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x, not 50x. Both sides are right.

A linchpin of this transition is the emergent data and AI platform, what we call the system of intelligence and what Google ...

Virtualization is the backbone of modern cloud computing, allowing multiple virtual systems to run on a single physical ...

The partnership between tech giant Google and artificial intelligence company Anthropic has undergone a significant upgrade.

Taiwan Semiconductor Manufacturing ( TSM +5.08%) has become one of the clearest enablers of the AI boom. In its 2026 first ...

Google commits $10 billion to Anthropic at a $350 billion valuation, securing massive computing capacity and deepening ties ...