Today's cloud infrastructure forces organizations to choose between security and efficiency. Containerized workloads share resources and kernels, creating inherent security vulnerabilities that ...
Microsoft is scaling back datacentre investments amid concerns about AI’s growth trajectory and potential oversupply, ...
Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
U.S. stock index futures steadied Monday evening after Wall Street saw losses, driven by a tech sell-off ahead of Nvidias ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
This is what passes for news nowadays? On Monday, Apple grabbed plenty of headlines with its claim that it will “spend and ...
"The results of this rivalry are right in front of our faces and mark a big win in 2025 for Nvidia in the face of immeasurable doubt," Reitzes said. He likened Nvidia's hardware to Ferraris and said ...
Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...
Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...
TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...
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