In January, OpenAI and SoftBank Group Corp. announced a joint venture to spend at least $100 billion and perhaps $500 billion on data centers and other AI infrastructure.

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

"The results of this rivalry are right in front of our faces and mark a big win in 2025 for Nvidia in the face of immeasurable doubt," Reitzes said. He likened Nvidia's hardware to Ferraris and said ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

An analyst note flagging a possible slowdown by Microsoft in leasing data center capacity grabbed the market's attention on ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial ...

The Nasdaq fell over 1% due to concerns about AI demand, particularly regarding Nvidia's upcoming results. Investors are wary ...

Microsoft’s lease cancellations were detailed on Friday in a note from TD Cowen analysts. According to Bloomberg, the ...

Microsoft is canceling data center leases in a sign of a possible oversupply as OpenAI looks elsewhere for its infrastructure ...

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

Nvidia is expected to post an EPS of $0.85 on revenue of just over $38 billion. While future GPU demand isn’t a concern for now, there are question marks over the company’s ability to deliver ...