A veteran market strategist says the next phase of AI is about revenue generation, not continued spending on cloud infrastructure,…
Browsing: data centers
Banking titan Goldman Sachs believes the artificial intelligence boom is approaching a critical transition point, with the focus set to…
OpenAI CEO Sam Altman says the company believes it can grow revenue fast enough to absorb its massive long-term AI…
The global head of technical strategy at Fundstrat is predicting an imminent bottom for Oracle (ORCL) amid a bearish catalyst…
Billionaire bond investor Jeffrey Gundlach is warning that the artificial intelligence boom is beginning to show visible strain at the…
A new view from one of the world’s largest alternative asset managers believes that the AI buildout is grounded on…
A coalition of lenders is lining up billions of dollars to fuel the next phase of the OpenAI-led Stargate project.…
Google is making its biggest state-level bet in company history, committing tens of billions of dollars to build out AI…
Microsoft has flipped the switch on a new class of AI data center designed to work not as a single…
A Wall Street veteran says investors calling today’s AI surge a repeat of the dot-com bubble are missing two foundational…