Organizations in today’s digital economy are constantly facing unprecedented pressure to innovate, accelerate decision-making ...
AWS is changing the cost equation for enterprises weighing up where to put AI infrastructure for processing sensitive data.
Broadcom is benefiting from explosive demand for artificial intelligence infrastructure. Microsoft's cloud business is ...
Microsoft’s AI Super Factory explained: The mega data center for the next generation of intelligence
There’s an irony in calling it a “super factory.” Artificial intelligence is supposed to live in code, not concrete. Yet outside Atlanta, Georgia, Microsoft has built something very real, a ...
Amazon has gone essentially nowhere YoY as investors fixate on a $125B AI CAPEX "problem," despite re‑accelerating AWS, ...
OpenAI, Mistral AI, and Elon Musk's xAI will use the facility alongside Microsoft's own AI model training operations. Microsoft, with a market cap of nearly $3.78 trillion, gained 19% year-to-date.
19dOpinion
Resetting GPU depreciation: Why AI factories bend, but don’t break, useful life assumptions
We believe the proliferation of agentic applications, retrieval workflows, automation assistants and fine-tuning pipelines ...
Morgan Stanley recently projected a US power shortfall through 2028, totaling 45 gigawatts (20% of total data center demand), ...
Q4 2025 Earnings Call December 10, 2025 5:00 PM ESTCompany ParticipantsTushar JainSassine Ghazi - CEO, President & ...
Learn how to configure Spring AI to interact with large language models, support user-generated prompts, and connect with a ...
IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the ...
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