Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the ...

Cloud computing giants AWS, Google, Microsoft, Meta and OpenAI are accelerating in-house development of custom application‑specific integrated circuits, aiming to erode NVIDIA’s dominance in ...

Amazon is considering further investment in Anthropic to remain one of its top shareholders, ahead of Google, which has ...

Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts due to U.S. export restrictions and ...

AWS’s Project Rainier is building one of the world’s largest AI supercomputing clusters, powered by custom Trainium2 ...

NBIS stock is up 81% YTD, but rising capex, behemoth AI cloud rivals, and losses raise red flags for investors.

When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing ...

It's almost like AWS is building its own Stargate deep dive Amazon Web Services (AWS) is in the process of building out a massive supercomputing cluster containing "hundreds of thousands" of ...

DELRAY BEACH, Fla., July 4, 2025 /PRNewswire/ -- The Cloud Computing Market is expected to significantly increase from USD ...

Artificial intelligence (AI) data centers and enterprises are set to expand by double-digit growth in 2025, but geopolitical ...