According to TD Cowen’s channel checks, Microsoft terminated multiple lease agreements across the U.S. with at least two ...

This could lower the price of AI computing capacity and put pressure on demand for Nvidia's GPUs. The post Microsoft's Satya Nadella just gave Nvidia stock a reality check appeared first on The Motley ...

Alibaba Group Holding Ltd. has pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data centers over the next three years, a major commitment that underscores the e ...