"hyperscalers"

AMD challenges Nvidia’s AI dominance with Helios, new Instinct GPUs, EPYC processors, ROCm.ai software, and major customer deployment plans.

FERC's order for grid operators to ease regulatory processes for data centers makes it clear that the next phase of the AI race will be shap...

Chinese open models like GLM-5.2 and DeepSeek-V4 now rival frontier AI at a fraction of the cost, and that could strand the data center bet...

Nvidia, born from a Denny’s idea by Jensen Huang, became an AI chip giant, reshaping global technology and markets.

Microsoft used Build 2026 to launch seven in-house MAI models, new Cobalt 200 silicon and the Majorana 2 quantum chip, a clear move to depen...

AI storage announcements by Backblaze, CoreWeave, Panmnesia and Meta, as well as Cloudera and Vast provide data where it is needed in the AI...

AI stock prices are surprisingly falling, despite analysts consistently raising earnings and price targets, leading to over $2.3 trillion lo...

Advancing AI tools need increasingly immense power to work, putting unprecedented demand on U.S. energy infrastructure. This executive leade...

In enterprise AI, the models that win won't be the largest. They'll be the ones that know exactly what they're built for.​​

Palo Alto bought Portkey, Solo.io gave agentgateway to the Linux Foundation. Agent gateways are consolidating into a category. A CXO read on...

Meta's AI cloud expansion boosts investor sentiment, but threatens neocloud rivals, reshaping competition, partnerships, and AI infrastructu...

The AI economy is no longer being built only with software. It is increasingly being built with physical capacity.