Microsoft will spend more on data centers throughout fiscal 2027.
Nvidia stock heads higher after Microsoft's earnings beat and disciplined capex outlook for the current quarter.
Microsoft expands AI partnership with Nvidia, boosting market confidence. Nvidia largest company by August 31 at 74.5% YES.
Azure, Microsoft's cloud computing platform, reported stronger-than-expected growth as companies continued spending heavily ...
Microsoft, SpaceX, Palantir, alongside dozens of other tech companies from the U.S. and Europe, have joined the Open Secure ...
Microsoft, Micron, and Nvidia each gained over $100B in market cap amid tech demand. Nvidia largest company by August 31 at ...
For his first-ever post on X, Nvidia CEO Jensen Huang shared an open letter to DC calling for the protection of open source ...
NVIDIA is the de facto clearinghouse for AI compute, and every hyperscaler CapEx dollar, accelerator roadmap and foundry ...
Nvidia turned to longtime Microsoft sales exec Nick Parker to replace Jay Puri as the chip giant shifts from selling AI chips ...
Owning Nvidia and Microsoft while collecting a fat dividend income used to mean picking one or the other. A new generation of ...
Chinese open-weight models are gaining steam against leading offerings from American companies. OpenAI and Anthropic did not ...
Here's a comparison of the two tech and AI giants.