AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.

Search, YouTube and Cloud surge. The market reacted negatively to $175–$185B 2026 CapEx guidance. See more here.

And then there's agentic AI coding. When a tool can help you do four years of product development in four days, the impact is world-changing. While vibe coding has its detractors (for good reason), AI ...

Most organizations will, sooner or later, have to find a way to navigate this market as GPUs are set to play a critical role.

Advanced Micro Devices, Inc. (NASDAQ:AMD) Q4 2025 Earnings Call Transcript February 3, 2026 Advanced Micro Devices, Inc. beats earnings expectations. Reported EPS is $1.53, expectations were $1.32.

Deutsche Telekom (DT) has expanded its public cloud offering, T Cloud Public, to secure a fully-fledged, sovereign alternative for Europe in a bid to support the European Union’s (EU’s) data ...

Every ChatGPT query, every AI agent action, every generated video is based on inference. Training a model is a one-time ...

Deutsche Telekom is expanding T Cloud Public into a fully-fledged, sovereign high-tech alternative for Europe. By the end of 2026, the platform will significantly close the feature gap with US ...

Apple Creator Studio is now available, and it provides a good alternative for creators who want professional image, audio, ...

If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his ...

Oracle is considering workforce cuts and selling Cerner to alleviate financial pressure, warns investment bank TD Cowen.

PaleBlueDot AI, a Silicon Valley-based cloud platform offering scalable unified graphics processing unit clusters across the globe for artificial intelligence inference and long-duration workloads, ...