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Massive AI capex buildouts are fracturing the Magnificent Seven. Hyperscalers Microsoft, Amazon, Alphabet, and Meta face severe free cash flow headwinds and trail the S&P 500, while hardware supplier…
Dell, Salesforce and Arista posted blowout AI-driven results—Dell's AI server revenue up 757%, Arista's AI Fabrics target doubled, Salesforce's Agentforce ARR up 200%—signaling broadening AI capex th…
Microsoft promotes Judson Althoff to lead a unified commercial business, freeing CEO Satya Nadella to focus on AI, datacenter buildout and engineering to accelerate AI productization and marketplace …
Nvidia announced up to $100 billion to invest in OpenAI, driving NVDA to a 52-week high as partners rallied. The deal funds multi-gigawatt datacenters using Nvidia systems, accelerating compute capac…
Nvidia pledged up to $100 billion to OpenAI to build new data centres, lifting NVDA shares and spurring gains across European tech stocks amid wider economic and geopolitical headlines.
Nvidia will invest up to $100 billion in OpenAI to build AI datacenters using Nvidia GPUs, driving NVDA to a 52-week high and boosting AI infrastructure partners while accelerating next‑gen model dep…