Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...
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OpenAI to move AI compute from Microsoft to SoftBank by 2030
OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its ...
SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
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OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
What Does Apple’s $500 Billion Pledge For U.S. Production Really Mean?
Apple CEO Tim Cook has successfully navigated many presidential administrations. Will his commitment to U.S. manufacturing ...
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Microsoft Cancels Data Leases, Fueling OpenAI Stargate Pullout Rumors
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
Forget Stargate. Apple now has its own $500 billion investment plan.
Apple is matching the amount of the Stargate AI joint venture — and building goodwill with the new administration in a ...