03-11-2025
Last week Amazon CEO Andy Jassy hinted at more big deals. The $38 billion OpenAI partnership proves he wasn’t kidding.
03-11-2025
Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.
03-11-2025
“I’m the one who ‘misbehaves.’ My clothes are too nice. I spent too much on my car.”
03-11-2025
Microsoft’s latest $9.7 billion deal shows why specialized data centers are becoming critical partners in the race to build AI