The Hyperscalers Are Hyperspending
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...
NVIDIA Stock Plunges 21% in a Month: A Golden Buying Opportunity?
The recent pullback in NVDA stock amid the DeepSeek panic is overblown and provides a rare buying opportunity for investors ...
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
CRN3d
IBM CEO: ‘Everybody Believes Technology Is Now Essential For Helping Them Grow’
IBM CEO Arvind Krishna speaks about the regulatory environment, tech spending, DeepSeek, AI, GenAI, M&A, mainframes.
Microsoft CFO urges employees to "focus" amid recent AI developments like OpenAI's $500 billion Stargate project — but Satya Nadella says DeepSeek is good f…
Amy Hood urged employees to remain focused and build toward the company's AI goals, while CEO Satya Nadella says DeepSeek is ...
Diginomica3d
Enterprise hits and misses - enterprises grapple with DeepSeek, while HR leaders rethink culture (and robots).
DeepSeek's enterprise reverberation continues - let's weigh the upside (and downside). HR leaders evaluate culture tools - do ...