Alibaba's quarterly revenue rose 9% year-over-year, fueled by surging AI cloud demand in China, highlighting the country's AI boom and boosting investor…
CoreWeave flagged that shifting from Nvidia chips would be difficult, highlighting the AI cloud provider's dependence on Nvidia hardware and reinforcing the…
CoreWeave revenue surged on booming demand for AI computing, reinforcing its role as a leading cloud GPU provider in the artificial intelligence…
DayOne Data Centers confidentially filed for a $5 billion US IPO, capitalizing on strong AI-driven demand for data center capacity and setting…
CoreWeave's earnings forecast could determine whether the recent market selloff extends or reverses, as investors seek confirmation of sustained AI infrastructure growth.
Microsoft’s reported AI chip production boost threatens Nvidia’s dominance and reshapes semiconductor dynamics as cloud giants move toward custom silicon.
Amazon and Microsoft earnings confirm that the AI capex cycle remains robust, lifting tech stocks and easing market concerns about spending sustainability.
Amazon stock surges on fifth consecutive quarter of rising cloud sales growth, with AWS revenue climbing 22% as enterprise adoption and AI…
Moonshot’s Kimi model leverages a 20,000 Nvidia GPU cluster from Alibaba Cloud, extending Nvidia’s reach into China’s AI boom and strengthening Alibaba’s…
Microsoft keeps data center spending steady despite AI infrastructure binge by Amazon, Google, and Meta, signaling a cautious approach to capital allocation.
Microsoft stock rallies on AI and cloud strength, putting a $490 billion market cap gain within reach and challenging all-time records.
Microsoft's stronger-than-anticipated cloud revenue growth ignited a rally in US stock futures on Thursday, underscoring robust enterprise appetite for AI and cloud…