The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
Microsoft Corp. Chief Executive Officer Satya Nadella had some kind words for DeepSeek, the Chinese artificial intelligence ...