Billionaire Stephen Mandel Slashed His Stake in 2 Cutting-Edge Artificial Intelligence (AI) Stocks in 2024 and Piled Into a Smoking-Hot High-Yield Dividend Payer Instead
Lone Pine Capital's billionaire chief is cashing in some of his chips in two market-leading tech stocks in favor of a ...
Microsoft data center leases slowing, analysts say, raising investor attention
An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...
Microsoft Shelves AI Data-Center Deals in Sign of Potential Oversupply, Analyst Says
(Reuters) - Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at ...
Not everyone is keen on artificial intelligence. Here’s why some businesses are skeptical.
Drata explored why businesses hesitate to adopt AI, citing skepticism, budget limits, and lack of expertise as key barriers ...
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AI data centers burn tons of energy. Can consumers and the grid adapt?
The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...
North Carolina data center is part of Apple’s $500 billion expansion plan across the US
North Carolina is part of Apple’s $500 billion U.S. expansion plans. Apple will expand facilities in nine states over the ...
The Rise of Artificial Intelligence at JPMorgan
Teresa Heitsenrether, overseeing the AI rollout at America’s largest bank, on what it means for thousands of employees and ...
Why Nvidia's earnings are important to the entire U.S. stock market
Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft scraps some data center leases as Apple, Alibaba double down on AI
Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...
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Analysts flag possible slowdown in Microsoft's AI data-center leases, raising attention of investors
An analyst note flagging a possible slowdown by Microsoft in leasing for data center capacity grabbed the market's attention ...
DeepSeek effect? Microsoft’s data center pullback sparks questions about AI cost
In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.