There is a sudden downpour of Big Tech investment in India. Amazon has just announced it will invest $35 billion by 2030 for ...
The employee, who asked to remain anonymous, described the setup at one of Microsoft’s data centres as wasteful in an email ...
Microsoft AI CEO Mustafa Suleyman discusses the roles of Sam Altman, Demis Hassabis and Elon Musk in shaping AI through ...
This gap between AI investment and AI delivery sparked the recent sell-off, and I think it will shape the contours of 2026.
Microsoft AI CEO Mustafa Suleyman has shared candid views on leading figures in the artificial intelligence industry, calling ...
The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations.
From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Looking to 2026, investors debate cutting AI exposure or doubling down to ride a potentially game-changing boom Read more at The Business Times.
Microsoft AI CEO Mustafa Suleyman openly praises top AI figures in a revealing interview. His remarks highlight both rivalry ...