The emergence of DeepSeek is being seen as the first visible challenge to costlier models such as OpenAI and Anthropic, and ...

Welcome to the Qualcomm first quarter fiscal 2025 earnings conference call. [Operator instructions] As a reminder, this ...

The technology sector is projected to experience significant growth in 2025, with worldwide IT spending expected to reach ...

Microsoft has officially announced the dates for its annual Build Developer Conference, which will take place from May 19 to ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

Google plans to spend $75 billion on further building out AI infrastructure in 2025; the company said current demand for AI ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

We recently published a list of 15 Best Big Tech Stocks to Buy According to Analysts. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

CFO Anat Ashkenazi pinned the blame on the earnings call on being "capacity constrained" in the cloud, pointing to still strong demand. But investors aren't having it, opting to dump the stock and ...

While international hostilities continue to be a hot topic, Chinese chip makers and cloud service providers appear to be making concerted efforts to support DeepSeek and other locally made AI models.