Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

Raising off-balance sheet debt via an SPV has become more popular as the amount of capital needed to fund AI infrastructure has skyrocketed, stretching tech companies’ cash reserves. Morgan Stanley ...

The data center industry is expanding rapidly to keep up with the flywheel growth of AI. While these data centers are necessary AI infrastructure, they store an AI company’s compute, they are ...

Electricity rates for individuals and small businesses could rise sharply as Amazon, Google, Microsoft and other technology companies build data centers and expand into the energy business. A ...

The obvious culprit is the artificial intelligence boom that has upended the tech industry, birthing a fresh glossary of ...

Data protection regulators, particularly in Europe, appear to be taking a tough line with large tech firms over data privacy violations. Law firm DLA Piper recorded a total of €1.2bn ($1.26bn) of ...