Analyst firm Dell’Oro Group predicts that worldwide data center annual capex will surpass $1 trillion by 2029. The sector's ...
Big tech continues to invest heavily in AI even as investors eagerly watch for indications that it’s paying off.
Richard Kramer, senior analyst at Arete Research, discusses Alphabet's latest earnings. Lakers' LeBron James says he thought ...
Alphabet said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and ...
As Corporate America reports fourth-quarter results, a chasm is opening between the seven biggest companies in the S&P 500 ...
States' capital expenditures likely fell 4% in the first nine months, indicating flat growth in asset creation spending for ...
Google's parent company is planning more investment in AI infrastructure than analysts projected, even amid concerns around ...
CEO Sundar Pichai keeps calm and carries on despite Wall Street's adverse reaction to what it hears as bad news.
Alphabet analysts see strength in the company's search and YouTube business segments, while questions around cloud and increased spending remain.
Alphabet's (GOOGL, GOOG) stock dropped by nearly 7% in after-hours trading after reporting fourth quarter earnings results, ...
DeepSeek crashed Nvidia’s stock last week based on speculation that its cheaper AI models would dramatically decrease Big ...
Google expects capital expenditure to hit $75 billion this year, with the majority going to data centers, servers, and networking. That is more than Wall Street expected at $58bn, and significantly ...