Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027
A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Datacenter Dynamics21h
OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
Report: OpenAI plans to shift compute needs from Microsoft to SoftBank
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The ...
What Does Apple’s $500 Billion Pledge For U.S. Production Really Mean?
Apple CEO Tim Cook has successfully navigated many presidential administrations. Will his commitment to U.S. manufacturing ...
10 key reasons AI went mainstream overnight - and what happens next
The US government set up some plans for AI oversight, but they were tepid at best. AI vendors warned of catastrophe if AI isn ...
The Shib Daily55m
Microsoft Cancels Data Leases, Fueling OpenAI Stargate Pullout Rumors
The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
Digital information world2d
OpenAI Predicts Major Shift In Next Five Years With 75% Data Center Capacity Coming from Stargate
SoftBank-backed Stargate project marks OpenAI’s transition from Microsoft, yet rising costs push data center spending higher.
Why Nvidia's Q4 Earnings Will Be One Of The Most Important In Its History
I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...
TechCrunch3d
Report: OpenAI plans to shift compute needs from Microsoft to SoftBank
By 2030, OpenAI expects to get three-quarters of its data center capacity from Stargate, a project that ... That represents a major shift away from Microsoft, OpenAI’s biggest shareholder ...