Here’s a breakdown of the global cloud market-share numbers for AWS, Alibaba, Google Cloud, Oracle and Microsoft for the second quarter of 2025, according to new market data. Microsoft’s global cloud ...
Marvell's Data Center segment is the primary growth driver, now 73% of revenue, fueled by custom AI ASICs and interconnects, with strong partnerships at AWS and Microsoft. We expect MRVL to achieve ...
An enterprise-centric recurring business can prove to be more resilient than consumer-exposed business models in an uncertain ...
Artificial intelligence will drive Big Tech earnings for a long time to come. Comparing today's AI wave to the dot-com bubble is nonsensical. The latest round of tech earnings didn't just defy ...
Meta Platforms' (NASDAQ:META) multibillion-dollar bet on artificial intelligence is drawing attention from Wall Street, Washington, and consumer advocates. The company's massive Louisiana data center ...
Meta Platforms META has been spending aggressively on servers, data centers and network infrastructure. In the second quarter of 2025, capital expenditures, including principal payments on finance ...
The Meta AI logo appears on a smartphone screen and as the background on a laptop screen in this photo illustration in Athens, Greece, on July 24, 2025. Meta states it can spend as much as $72 billion ...
SoftBank and Meta are making major strides in their push to jumpstart multi-billion dollar data center projects. SoftBank, the Japanese investment holding company led by Masayoshi Son, is buying an ...
Comparing today’s AI wave to the dot-com bubble is nonsensical. The latest round of tech earnings didn’t just defy expectations, they incinerated them. Short-term market pullbacks and ...
Sustainability: News about the rapidly growing climate tech sector and other areas of innovation to protect our planet. SEE MORE by Lisa Stiffler on Sep 19, 2025 at 10:00 am September 22, 2025 at 7:52 ...