Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
It reported sales of $48.4 billion and earnings of $8.02 per share, compared to the consensus estimates of $47.0 billion and ...
Meta is now spending tens of billions on AI, and there is a war going on between the Big Caps on who can pour the most money into AI. DeepSeek also didn’t hurt Meta as much, and the recent full-year ...
DeepSeek has complicated the dominant narrative that's propped up the market for the last 2 years, challenging lofty ...
Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number ...
Meta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI ...
Meta CEO Mark Zuckerberg said the company will invest billions in AI despite the DeepSeek surprise; wants Llama 4 to lead the ...
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.