Microsoft will spend more on data centers throughout fiscal 2027.

Microsoft expands AI partnership with Nvidia, boosting market confidence. Nvidia largest company by August 31 at 74.5% YES.

NVIDIA is the de facto clearinghouse for AI compute, and every hyperscaler CapEx dollar, accelerator roadmap and foundry ...

Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and ...

Microsoft achieved the largest single-day market value gain ever recorded. This historic surge added approximately four hundred fifty billion dollars to its valuation. The company's cloud computing ...

When people talk about the winners of the artificial intelligence boom, names like Nvidia, Microsoft, OpenAI, and Meta ...

While Apple focuses on generating cash flow, Nvidia is deeply involved in AI, although dependent on market uncertainties. Both strategies present unique advantages.

Nvidia is reportedly discussing a $250 billion financial guarantee for OpenAI's massive data center project. This proposed ...

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Amazon, Microsoft, and Alphabet all saw accelerating sales growth in their cloud businesses. However, Alphabet's cloud ...

Anthropic announced new partnerships with Microsoft and Nvidia on Tuesday that include a total $15 billion investment by the tech giants in the AI developer. Why it matters: The move is the latest in ...

A cynic would say such monikers are made up by professionals looking to hype markets — I think ‘The Mag 7’ is much more ...