The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Amazon said its cash CapEx was $34.2B in the third quarter and the company has spent $89.9B so far this year. The e-commerce giant noted that it will continue to make significant investments, ...

Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms and Tesla now boast a combined market value north of $22 trillion.

OpenAI's Sam Altman sparked fears of an AI bubble. Business leaders like Bill Gates, Mark Cuban, and Jensen Huang disagree over whether one exists.

Investors should not make decisions about their portfolio based on a feared downturn in the S&P 500 SPX. You will see arguments for and against whether there is a big correction ahead. Instead, adjust ...

This year, despite inescapable return of bubble banter among financial chattering class, S&P 500 added 2.3% to its YTD price ...

Microsoft says the ESU program is "not intended as a long-term solution but rather as a temporary bridge to stay secure while one migrates to a newer, supported platform."  Windows security ...

The AI boom is visible from orbit. Satellite photos of New Carlisle, Indiana, show greenish splotches of farmland transformed ...

A momentous week in the technology sector made it clear there is no sign the boom in building artificial intelligence ...

Michigan is poised to receive its first hyperscale data center after three tech giants revealed themselves as the developers behind a proposed 1-gigawatt-plus AI project on farmland in ...

European governments are turning towards open standards alternatives to end-to end encrypted messaging and collaboration ...

Powell said companies are “making money in building [data centers]—it’s not about 25 basis points here or there.” ...