Oracle (ORCL) took a daring step and shook up its boardroom, and it could be the start of yet another rally to build on an ...

Oracle and Meta negotiate $20B AI cloud deal for multi-year computing resources, marking major infrastructure partnership in ...

Discover why Oracle is a top buy, fueled by AI infrastructure growth and a $455B backlog. Click here to read my most recent ...

A big new contract could push this small competitor to reach the size of the big three.

US technology companies are amassing over $500 billion for domestic consolidation of artificial intelligence (AI) infrastructure, marking a shift from global networks.

On the other end of the spectrum, billionaire David Tepper changed his tune and became a buyer of AI hardware stocks in the June-ended quarter of 2025. He purchased shares of Nvidia for the first time ...

You won't find most opportunities on those AI-infested online sites - but these tech-focused associations and user groups will help boost your network.

These moves follow a broader trend of AI consolidation, as technology giants seek to secure long-term access to scarce computational resources and to hedge against geopolitical and supply chain risks.

NVIDIA’s $100B OpenAI deal will fund GPUs, data centers, and infrastructure, powering the next generation of advanced AI ...

Industry association SEMI is expecting the spending on equipment capable of producing advanced chips to increase to more than $50 billion by 2028, which would be a big jump from last year's outlay of ...

OpenAI is building five more data centers in the United States as part of the Stargate project. These will be located in ...

This fresh deal promises OpenAI additional computing power needed to train and operate its AI models on top of what CoreWeave already provides the AI giant. The two companies signed an initial ...