big tech

It’s the first time the company has provided a long-term estimate — and it’s much higher than analysts had expected.

Spending on AI infrastructure is consuming almost all of the revenue Big Tech firms are bringing in.

The demand for memory chips has skyrocketed with the rapid growth of AI infrastructure. The shortage poses a major challenge for the consumer electronics industry.

Meta, Google, Microsoft and Amazon report tomorrow. Apple reports on Thursday. These companies are so large that their earning reports can swing the stock market in either direction.

In the new agentic arms race, there’s a sense you’re falling behind if you’re not “10xing” your output while you sleep.

Between huge investments and a strong domestic talent pool, the U.S. is currently on top in the world of AI. How long will that dominance last?

The company is spending more than it makes, raising concerns that the company's risky bets might not pay off.

Data centers were one of the bright spots in a year that saw total construction spending decline 1.4% from the previous year.

With all the uncertainty around how tech companies will actually make money on AI, investors are turning to companies that make stuff we can't go without.

Big Tech is spending hundreds of billions of dollars to build out the energy-hungry infrastructure of AI, and many are turning to “behind-the-meter” solutions to get things up and running as quickly as possible.