One month after Chinese AI start-up DeepSeek wiped $US600 billion off Nvidia’s valuation, Jensen Huang needs to prove the ...

At the FII PRIORITY Summit 2025 in Miami, Florida, SoftBank founder Masayoshi Son made his first public response to doubts ...

Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...

Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.

The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.

The latest TD Cowen report shows that Microsoft has been canceling data center leases, hinting the tech giant faces an ...