In the supply chain, the winners are clear: ASML Holding ( ASML -0.73%) holds a monopoly on extreme ultraviolet lithography.

Ellison cuddles up to federal wallets Oracle is slashing prices for its software and cloud services to please the Trump ...

Microsoft and Nvidia race to $4T, but Microsoft's AI strategy faces huge risks from its OpenAI feud, chip delays, and rising ...

As part of our July Fourth special broadcast, we continue our extended interview with Karen Hao, author of Empire of AI: ...

The One Big Beautiful Bill will kill wind and solar power tax credits—and pit humans against AI in a battle for scarce ...

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...

OpenAI signs a $30B deal with Oracle for 4.5GW of data center power under its Stargate project, boosting U.S. AI ...

April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...

Microsoft has confirmed that it will lay off as many as 9,000 workers, in the technology giant's latest wave of job cuts this ...

Microsoft Corp (NASDAQ: MSFT) is leasing 4.5 gigawatts of computing power from Oracle Corp (NYSE: ORCL) under its Stargate ...

Oracle secures a landmark $30B+ cloud deal with OpenAI, expanding the Stargate project and reshaping the AI infrastructure ...

Meta CEO Mark Zuckerberg has announced the formation of Meta Superintelligence Labs (MSL), a newly consolidated division within the tech giant tasked with developing artificial intelligence systems ...