AI infrastructure

Microsoft’s AI Bet Keeps Paying Off Across Cloud, Copilot and Code

Microsoft’s AI Bet Keeps Paying Off Across Cloud, Copilot and Code
Microsoft’s AI Bet Keeps Paying Off Across Cloud, Copilot and Code
October 29, 2025  |  Earnings

Microsoft is no longer just a software company or even a cloud company. It’s now an AI infrastructure provider shaping how work, creativity and productivity...

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Meta Flags Bigger 2026 AI Buildout as ‘Superintelligence’ Drive Accelerates
Meta Flags Bigger 2026 AI Buildout as ‘Superintelligence’ Drive Accelerates
October 29, 2025  |  Facebook / Meta

Meta told investors on Wednesday (Oct. 29) to brace for a step-up in infrastructure spending next year as it races to build what CEO Mark...

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AI Demand Is Fueling the Rise of Neoclouds
AI Demand Is Fueling the Rise of Neoclouds
October 24, 2025  |  Artificial Intelligence

As demand for artificial intelligence (AI) training large models rises, traditional providers such as Amazon Web Services, Microsoft Azure and Google Cloud are facing limits...

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Nvidia CEO Invests in xAI and Is Surprised by AMD/OpenAI Pact
Nvidia CEO Invests in xAI and Is Surprised by AMD/OpenAI Pact
October 08, 2025  |  Artificial Intelligence

Nvidia CEO Jensen Huang says his company is investing in Elon Musk’s xAI. The executive confirmed the chipmaker’s participation in xAI’s latest funding round in...

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AI Spending Could Exceed $2.8 Trillion Through 2029
AI Spending Could Exceed $2.8 Trillion Through 2029
September 30, 2025  |  Artificial Intelligence

AI-related infrastructure spending by Big Tech is expected to surpass $2.8 trillion through 2029. That’s according to a report Tuesday (Sept. 30) by Reuters, citing projections from Citigroup,...

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Oracle and OpenAI Strike $300 Billion Cloud Agreement for AI Infrastructure 
Oracle and OpenAI Strike $300 Billion Cloud Agreement for AI Infrastructure 
September 17, 2025  |  Artificial Intelligence

Oracle’s $300 billion agreement to provide cloud services to OpenAI beginning in 2027 is one of the largest technology contracts on record. According to The...

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OpenAI Forecasts Spending Will Jump to $115 Billion Through 2029
OpenAI Forecasts Spending Will Jump to $115 Billion Through 2029
September 07, 2025  |  Artificial Intelligence

OpenAI has reportedly told shareholders it expects a steep jump in spending through 2029.  The artificial intelligence (AI) startup is now forecasting that it will...

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Nvidia CEO Huang Bets Full Stack Beats Open Source
Nvidia CEO Huang Bets Full Stack Beats Open Source
August 27, 2025  |  Earnings

Few companies in history have experienced a revenue trajectory as dramatic as Nvidia’s over the past two years. The latest numbers from its second quarter...

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