One only need look at the incredible revenues and profits of the datacenter business at Nvidia to know that the world’s biggest compute customers – the ...

AMD reported third‑quarter numbers that beat Wall Street estimates on both revenue and earnings per share, but the company’s ...

OpenAI has entered into a multi-year agreement with AWS valued at approximately US$38 billion, designed to power its next-generation AI infrastructure.

The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’s pricing power problem ...

AMD (NASDAQ:AMD) today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 ...

The rapid growth of generative AI, large language models (LLMs) and increasingly sophisticated on-device and data-centre AI ...

AWS's Arm Neoverse-based Graviton4 chips set a new bar, beating AMD and Intel in performance and price-performance Signal65 ...

The past eighteen months have seemingly rewritten the economic playbook for digital infrastructure across North America, as ...

Microsoft cloud services were affected by a widespread blackout on Wednesday, Oct. 29. The outage follows a similar incident ...

Based on a two-generation life span, and estimating around 18 months per new generation, Lucas has come to the conclusion ...

IBM is a "direct beneficiary" of hyperscaler investment in AI infrastructure, according to CFO Jim Kavanaugh.

Nebius Group has become a darling of the artificial intelligence (AI) revolution thanks to its cloud-based infrastructure services.