The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...

Microsoft reported slower-than-expected growth in its crucial Azure cloud business on Wednesday despite beating estimates for ...

Introduced with the aim of stopping the country from being able to access the equipment needed for rapid AI development, the export of the Nvidia A100 chip was banned. The US company then developed ...

Goldman Sachs is forecasting IaaS revenue to grow to $580 billion in 2030. This opportunity has already supercharged Oracle's ...

IBM surpassed analysts' estimates for fourth-quarter profit on Wednesday, driven by demand in its high-margin software unit ...