12hon MSN
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows.
AI capex is mainly going toward data centers and key infrastructure, but there are questions arising about what will happen ...
Amazon, Apple, Google, Meta, and Microsoft announced quarterly earnings results this week. The companies all raised capex guidance for the year as the AI race intensifies. Even Apple, considered ...
SBI Research predicted that the gross domestic product growth for the first quarter (April-June) of the financial year 2025-26 will be between 6.8% and 7.0%.(Bloomberg) India's muted private ...
Bloom Energy is well positioned to support AI-driven data center CapEx expansion. Click here to read my analysis of BE stock ...
The analyst argued that existing tools from hyperscalers and other analytical data providers fail to shape up. By combining several software products in one and embedding engineers within an ...
Microsoft remains a cornerstone for long-term, defensive growth portfolios, with a focus on wealth creation for retirees.
REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and ...
The International Energy Agency warns that without $540 billion in annual upstream investment, global oil output will plunge ...
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