Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...
Despite soaring demand for artificial intelligence (AI) accelerators and market share gains in the PC and server CPU markets, ...
Investors interested in AI should consider stocks that are exposed to both the hardware and software opportunities. One of ...
Amazon, Microsoft, and Google faced capacity constraints in their data centers during Q4 2024, limiting their ability to meet ...
Amazon Web Services is grappling with capacity constraints due to AI chip shortages, impacting growth despite strong demand.
The geopolitics of artificial intelligence will be in focus at a summit in France. World leaders, executives and experts will gather in Paris.
In FY 2024, Congress added the Federal Data Center Enhancement Act to its NDAA. This act directed the General Services ...
Other big technology companies have been boisterous in their courtship of the new administration. But Nvidia and Microsoft ...