Why the Narrative Around Alibaba Is Shifting Amid New Analyst and AI Developments
Alibaba Group Holding stock has seen its Fair Value Estimate move up slightly, now at $196.82 per share…
Why Is Nvidia the King of AI Chips, and Can It Last? – Bloomberg.com
Why Is Nvidia the King of AI Chips, and Can It Last? Bloomberg.comThis could be a ‘radically bullish’ sign…
Big Tech Earnings Reveal Cracks in Case for Massive AI Spending
A week that saw the Federal Reserve cut interest rates and dozens of US companies report earnings nevertheless…
AI Spending Is What Matters Most in Alphabet, Microsoft Earnings
Artificial intelligence is so essential to the three-year bull market in US stocks that updates on spending and…
Foxconn to invest up to $1.37 billion to expand cloud compute services and accelerate AI development
Foxconn, the Taiwan-based electronics manufacturer, announced late Monday that its board of directors has approved an investment of…
How Amazon may be seeing signs of weakness in the business it invented
Amazon’s cloud unit, the Amazon Web Services, which essentially invented cloud computing, is showing troubling signs of decline…
Amazon’s AWS Shows Signs of Weakness as Competitors Charge Ahead – Bloomberg.com
Amazon’s AWS Shows Signs of Weakness as Competitors Charge Ahead Bloomberg.comInternal Amazon document sees ‘blind spot’ in identifying new…
AI Demand Is Fueling the Rise of Neo Clouds
As demand for artificial intelligence (AI) training large models rises, traditional providers such as Amazon Web Services, Microsoft…
China’s DeepSeek Pushes into Africa, Making AI Accessible to Millions
Earlier this year, in a conference room at the Nairobi headquarters of a social impact startup named Qhala,…
Roaring AI-Linked Debuts Drive Investors to Seek Pre-IPO Shares
A wave of successful initial public offerings is driving a surge of interest in private companies, as investors…
The Long Tail of the AWS Outage
A sprawling Amazon Web Services cloud outage that began early Monday morning illustrated the fragile interdependencies of the…
Anthropic, Google in Talks on Multibillion-Dollar Cloud Deal
Anthropic PBC is in discussions with Alphabet Inc.’s Google about a deal that would provide the artificial intelligence…