Stifel believes that heavy AI spending and rising competition could weigh on Microsoft 's growth. The investment firm ...

Microsoft has introduced its in house Maia 200 AI chip as part of a wider push into custom AI infrastructure. The company is ...

Last quarter, increased capital spending was interpreted as a signal for enthusiasm and confidence. But artificial ...

AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.

Global IT spending will grow 10.8% to reach $6.15 trillion in 2026, Gartner said in its latest forecast, with AI ...

By Deborah Mary Sophia and Kenrick Cai Feb 4 (Reuters) - Alphabet said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google ...

Feb 4 (Reuters) - Cognizant Technology forecast annual revenue above Wall Street estimates on Wednesday, betting on strong ...

The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...

Though Microsoft reported on Azure’s growth rate, it doesn’t break out exact numbers for the cloud business. Instead, those ...

Alphabet said Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ...

Microsoft’s earnings sell-off highlights investor focus on Azure, with cloud growth and AI capacity limits weighing on the ...

UBS reduced its price target to $600 from $650 and kept a ‘Buy’ rating. ・The firm highlighted progress in the company’s build ...