Investment in data centres and cloud infrastructure is still needed despite DeepSeek challenging the cost efficiency of large ...

By Mahesh Thiagarajan, Executive Vice President, Oracle Cloud Infrastructure Artificial intelligence (AI) is reshaping ...

As cloud giants Amazon, Microsoft, and Google spend record sums to build out their capacity for artificial intelligence ...

T he cloud and artificial intelligence (AI) markets, which are linked together in myriad ways, have both flourished over the ...

Alphabet's fourth-quarter earnings day is here, with numbers expected to be released after the markets close Tuesday. This ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

Amazon’s CEO plans to invest more than $100 billion this year, mostly in AI infrastructure — but could face challenges buying ...

Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to ...

While enterprises question the value of public cloud services and AI investments sputter, specialized providers and private ...

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

The company is also seeing a slowdown in its Azure cloud services business, triggered by capacity constraints. And it has ...

Amazon Web Services is grappling with capacity constraints due to AI chip shortages, impacting growth despite strong demand.