Looking at Ciena, the company supplies to both Microsoft and Oracle. As the Stargate venture drives the creation of data centers in disparate locations, Notter thinks that Ciena's ...

Stargate CEOs cite project’s promise of enabling cancer vaccines, though Musk joins critics in questioning partners’ ...

With private companies set to invest nearly $500 billion and the reversal of a previous presidential order, development of ...

Meta Platforms plans to spend between $60 billion and $65 billion this year to build out AI infrastructure, CEO Mark ...

Mukesh Ambani, the chairman of Reliance Industries, has announced plans to construct what is poised to be the world’s largest ...

CEO Mark Zuckerberg revealed plans to build a massive artificial intelligence data center stacked with GPUs in New York City, but Nvidia (NASDAQ:NVDA), which was the largest GPU supplier for Meta in ...

The tech sector may be starting to get a bit frothy, but there are still individual names out there with valuations and ...

Nvidia remained above the 50-day moving average Friday. Late Tuesday, President Donald Trump announced a joint venture called ...

Much of the capital investment, a big jump from 2024, will fund expansion of Meta’s data centers, which provide the computing ...

Minot Light Capital, an investment management firm, recently released its fourth-quarter 2024 investor letter. A copy of the ...

For example, does using AI extensively meet the threshold, or does a company need to market AI-related products? Finally, I'll use LSEG's surveys of analyst recommendations and my own opinion about ...

Since ChatGPT burst onto the scene in late 2022, the artificial intelligence (AI) revolution has been nothing short of ...