Alphabet's TPU program sets an internal cost floor independent of Nvidia’s pricing power. Click here to read an analysis of ...

Big tech spending on equipment and AI appears to be close to $400 billion over the four quarters. Are there losers outside the free-spending tech titans?

A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers.

The market narrative around OpenAI has turned sharply negative, but much of the concern about its capital raise and funding needs may already be priced in, potentially creating a contrarian ...

Anthropic’s revenue run rate in India has doubled in four months, Chief Executive Officer Dario Amodei said on Monday, adding ...

Deep within the source code of this online multiplayer game lies an enigmatic number that puzzles and inspires experts to this day ...

Building a car factory the US could take several years, but leading experts agree that most Chinese carmakers are already ...

Summary: For Meta (META) and Microsoft (MSFT), it has indeed been a tale of two tech giants as of late. While Microsoft has ...

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement ...

Atlassian stock is down 80% from its 2021 record high as investors fear artificial intelligence will eat the company's lunch.

If you haven't invested in AI yet, here's a breakdown of META and AVGO, and which one is better-suited for your portfolio.

Amazon (NASDAQ: AMZN) will spend more money this year than it makes. Meta (NASDAQ: META) is burning through its cash reserves. Oracle (NYSE: ORCL) just borrowed $25 billion to fund a deal with a ...