Amazon's forecasted spending in 2025 is 35% higher than 2024 and well above the $86 billion analysts expected.

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

After the arrival of a less costly A.I. model from China, U.S. markets and academics are wrestling with the ultimate economic ...

Alphabet CFO Anat Ashkenazi says AI demand outpaces supply, driving massive investments in data centres and advanced GPUs to ...

Amazon.com, Google, Meta Platforms and Microsoft, the world’s leading hyperscalers, are embarking on an unprecedented year of ...

Amazon, Microsoft, and Alphabet each saw sharp stock declines following their fourth-quarter earnings reports, which revealed ...

DeepSeek DeepSeek DeepSeek! That word has taken over the internet over the past week. Though things have cooled off a bit, it ...

We were tracking DeepSeek when it launched like a month before it then became this major news item. I think it is both a big ...

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...

Amazon, Google, Microsoft and Meta are pouring billions into artificial intelligence, undeterred by DeepSeek’s rise.

Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...

Wall Street is buying what CEO Mark Zuckerberg is selling. There are reasons for this optimism - and reasons to question it.