This week's impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and software stocks ...

From Lovable to Workday's Sana AI deal, five reasons Sweden could win the applied AI race, and what its identity, access and ownership bets teach every business leader.

Roads, railways, electricity, and the internet all created opportunities their builders couldn’t fully predict. AI infrastructure may be next.

S&P Global Ratings published new research examining how the world's largest hyperscalers are financing rapid AI ...

Ray Summit 2026 opens today in San Francisco as the first-ever vLLM Conference runs concurrently under the same roof. The ...

Beyond data centres, AI discussion spans infrastructure strategy broadly. One keynote examines the UK 2030 vision for AI, innovation and productivity, asking what real-world use cases demonstrate ...

More users, high usage frequency, vastly greater per-task complexity, and persistent time sensitivity are placing token consumption on a trajectory that outpaces any realistic supply growth. With ...

SpaceX is reportedly in talks with the Department of Defense for a multibillion-dollar AI deal.

Microsoft, BlackRock, and two investment firms formed a partnership to invest in artificial intelligence infrastructure ...

Cooling infrastructure is under construction at Microsoft's Fairwater data center campus in Mount Pleasant, Wis., on Aug. 7, 2025. A bipartisan House proposal would direct federal reviews of ...

The increase comes down to surging orders driving backlog and revenue growth, along with margin expansion. The growth in its backlog (shown below) leads to highly predictable revenue growth in the ...