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

Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

As AI continues its rapid expansion across industries, new reports from JLL, Dell'Oro and UK-based Knight Frank explain how ...

Microsoft Corp. said its cloud-computing business will continue to grow slowly in the current quarter as the company ...

Fresh on the heels of a controversy in which ChatGPT-maker OpenAI accused the Chinese company behind DeepSeek R1 of using its ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Washington Gov. Bob Ferguson today announced that he's forming a work group to dig into the impacts of data centers in the ...

While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.

NuScale has the potential to become the go-to SMR developer for AI data center power. Click here to see why SMR stock is a ...

Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...