In a significant development, Microsoft has terminated data center projects amounting to 2GW in the US and Europe, as reported by analysts at TD Cowen. This cancellation follows earlier speculation ...

Arm’s Japanese owner, SoftBank, is set to acquire Ampere - Arm's only independent server chip vendor - for $6.5 billion ...

Mizuho views Alibaba’s AI strategy as built on three core pillars: intelligence (scaling its Qwen LLM to AGI), enterprise ...

Piper Sandler noted that Microsoft has adjusted its partner incentives to balance both AI and non-AI workloads, addressing ...

OpenAI is on the verge of finalizing a landmark $40 billion funding round, spearheaded by Japan's SoftBank Group. This ...