Oracle Corporation is reportedly negotiating a roughly $20 billion cloud computing agreement with Meta Platforms Inc.
Nvidia and OpenAI signed a letter of intent for up to $100B in staged investments (initial $10B) to fund at least 10 GW of ...
Wall Street was floored by Oracle's huge revenue forecast. Now, a top bank says its sales boom is set to lift this ...
Bloom Energy now has a more credible path to "explosive growth," according to Morgan Stanley's Arcaro, who raised his price target on the stock to $85 from $44 Tuesday while keeping an overweight ...
Data center capacity has become a barometer for both the health of the tech market and the risk of an A.I. bubble.
Chicago, IL – September 17, 2025 – Today, Zacks Investment Ideas feature highlights Talen TLN, Amazon AMZN, Nvidia NVDA, ...
(Bloomberg/Brody Ford) — Microsoft Corp. will pay $6.2 billion to rent AI computing power in Norway.
Beyond infrastructure, Hirs pointed to other factors driving up costs, especially higher natural gas prices, the single ...
These five artificial intelligence stocks cover every angle of AI -- from chips and the cloud to quantum breakthroughs and clean power.
The revolution cannot happen without a sufficient supply of these gigantic sheds crammed with the servers, storage equipment ...
Flex Ltd.’s FLEX subsidiary, FLEX Power Modules, announced a strategic partnership with Renesas to develop next-generation ...