Microsoft finally gave investors an AI payoff signal Microsoft just gave the market something it has been asking Big Tech to prove: heavy AI infrastructure spending can translate into faster cloud growth. The company spent a record $41 billion on

vidia is securing the memory behind the AI boom Nvidia is moving to lock down one of the most important inputs in artificial intelligence: high-bandwidth memory. The company said it has secured AI memory supply from South Korea’s SK Hynix

Open-source AI became the latest tech market fault line Tech stocks moved lower in early trading Friday as investors weighed a new debate over open-source AI models, fresh tariff concerns and the latest round of semiconductor earnings. The discussion moved

IBM’s recovery now depends on mainframe demand coming back IBM is trying to rebuild investor confidence after a sharp second-quarter warning raised questions about demand, spending priorities and the company’s near-term growth path. The company reported second-quarter revenue of $17.2

AMD is turning AI demand into long-term customer commitments Advanced Micro Devices is deepening its push into artificial intelligence infrastructure with a major deal to supply Anthropic with tens of billions of dollars’ worth of AI servers. The agreement gives

Google is trying to win on speed, cost and specialization Alphabet is rolling out three new Gemini models as Google tries to show that its AI pipeline is moving faster, getting cheaper and becoming more specialized. The launch includes Gemini

AMD is finally moving from chip supplier to AI systems rival Advanced Micro Devices is preparing to ship Helios, its first rack-scale artificial intelligence system, in what may be the company’s most direct challenge yet to Nvidia’s dominance in the

IBM’s AI transition just hit a messy quarter IBM stock collapsed more than 25% on Tuesday after the company warned that second-quarter earnings and revenue would fall short of Wall Street expectations. The drop was severe. Shares had been down

Micron is turning AI demand into a US manufacturing buildout Micron Technology is increasing its US investment plan again, committing more than $250 billion through 2035 as demand for memory chips accelerates across the artificial intelligence economy. The new target