The Stargate Project is currently eyeing as many as three sites for AI data centers and Softbank executives said due diligence is currently underway on multiple proposals.
...
ServiceNow enhanced its Workflow Data Fabric with a network that includes more than 100 data partners and acquired Data.world, a data catalog and governance platform.
...
The chipmaker, which is playing catch up to Nvidia in AI infrastructure, reported first quarter earnings of $709 million, or 44 cents a share, on revenue of $7.4 billion, up 36% fr...
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
...
The chipmaker said it will aim to lower operating expenses in 2026 to $16 billion from $17 billion in 2025. Operating expenses in 2025 were previously projected to be $17.5 billion...
Taiwan Semiconductor reported strong first quarter results, but most of the questions on the earnings recall revolved around tariffs, global expansion and AI infrastructure demand....
CoreWeave filed to go public and it's unclear whether the company's debut on the stock market will be a signal of an AI infrastructure top or just a milepost on a multi-year buildo...
Databricks inked a five-year partnership with Anthropic to offer Claude models directly through the Databricks Data Intelligence Platform. Databricks also highlighted a system to e...
When a technology is evolving as fast as artificial intelligence, CFOs and the finance department struggle to crowbar AI infrastructure investments into traditional depreciation mo...
Agentic AI is likely to have an unwelcome side effect: Data wars and lawsuits between platforms. Data access skirmishes will proliferate as millions of AI agents start trying to co...
Softbank said it will acquire chipmaker Ampere Computing in a $6.5 billion all-cash deal. Oracle and Carlyle, Ampere's primary investors, have agreed to sell their stakes.
...
Enterprises are taking their own secret sauce--first party data--and combining it with AI models. The early results are promising, but you're also going to see mergers that are dri...
Oracle continued to put up strong cloud and infrastructure as a service revenue growth, but its third quarter results fell short of expectations. However, Oracle said its cloud bac...
Hewlett Packard Enterprise saw server revenue surge in a mixed first quarter, but the company cut its outlook for the second quarter and fiscal year.
...
Actian with its Winter 2025 Data Intelligence Platform release added self-serve data access requests, data products with a marketplace and user experiences for data consumers and p...
Dell Technologies delivered better-than-expected fourth quarter earnings as it continues to see strong demand for AI servers. Shipments for AI servers will hit $15 billion in fisca...
Supermicro cut its revenue outlook for fiscal 2025 as the company still hasn't filed its audited annual report. The company said that it intends to make filings by Feb. 25 and rais...
Amazon Web Services revenue growth checked in at 19% in the fourth quarter as parent Amazon handily topped estimates. Amazon's outlook, however, was mixed.
...
AMD reported better-than-expected fourth quarter results as its data center revenue was $3.9 billion, up 69% from a year ago doing to its GPU and server chip demand.
...
