TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Two things ring familiar in Apple's (AAPL) latest announcement. For one, the $500 billion investment commitment matches the pledged amount of the Stargate initiative, through which companies like ...
iPhone boxes carry a stamp saying they are designed by Apple in California. Smaller print makes clear one of America’s ...
Scale’s former managing director will appear this week in a Senate confirmation hearing for the White House’s top science ...
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Alibaba Group's headline-grabbing rally tops off what's been an incredible month for Chinese tech stocks.In late January, the ...
We came across a bullish thesis on TransDigm Group Incorporated (TDG) on Substack by Bulls On Parade. In this article, we ...
President Donald Trump has reportedly made negotiations to bring about $1.73 trillion in investments to the US, along with ...
A potential pullback by Microsoft on spending and data centre construction raises questions about whether the company — one ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
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