Microsoft will invest $80B in AI data centers in fiscal 2025
Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025.
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(CES 2025) SK hynix teams up with SK Telecom, Penguin Solutions for AI data center bizSouth Korean chip giant SK hynix Inc. said Thursday it has partnered with SK Telecom Co. and U.S. artificial intelligence ...
The explosive advent of the AI universe is revolutionizing the data center industry in dozens of ways. From the smallest edge ...
Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.
I believe quality analysis particularly in the tech sector can be hard to find. I highlight top calls from my firm's Forbes ...
Big Tech hyperscalers like Amazon, Microsoft and Meta will expand development pipelines as they pursue gigawatt-scale ...
Arista Networks Inc (NYSE:ANET) was named a top AI pick by Goldman Sachs to start 2025. Last seen trading at $115.51 and up ...
Amid a lot of gen AI hype, managing the increasing energy needs of data centers will in part come down to not using gen AI ...
Amazon's cloud computing division says that it plans to invest "at least" $11 billion in Georgia to expand its data center ...
The plan is to lease the center to an undisclosed tenant, which will then buy billions worth of computers and equipment.
Report claims Data center infrastructure equipment revenue for 2024 is expected to total more than $280 billion.
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