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Nebius Surges 81% YTD: How Should Investors Play NBIS Stock?
NBIS stock is up 81% YTD, but rising capex, behemoth AI cloud rivals, and losses raise red flags for investors.
Amazon vs. Microsoft: Which cloud computing giant is the better buy?
When it comes to cloud computing, Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are the clear leaders. Both are seeing ...
Amazon built a massive AI supercluster for Anthropic called Project Rainier – here's what we know so far
deep dive Amazon Web Services (AWS) is in the process of building out a massive supercomputing cluster containing "hundreds ...
TMCnet5d
Cloud Computing Market worth $2,281.1 billion by 2030- Exclusive Report by MarketsandMarkets™
DELRAY BEACH, Fla., July 4, 2025 /PRNewswire/ -- The Cloud Computing Market is expected to significantly increase from USD ...
Microsoft Recalibrates Its AI Chip Roadmap
Microsoft (NASDAQ:MSFT) has pushed back its most ambitious in-house AI chipscodenamed Braga-R and Cleato 2028 or later, while deferring Maia 200 to 2026 and focusing on interim designs after ...
Electronics3606d
Geopolitical tensions, export restrictions impact AI server growth
Artificial intelligence (AI) data centers and enterprises are set to expand by double-digit growth in 2025, but geopolitical ...