Donald Trump and AI executives alike have sounded the alarm about a looming AI-driven energy shortage. Both benefit from the ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

After helping President Trump get elected, Elon Musk was poised to dominate the country’s A.I. policies. Then Mr. Altman ...

DeepSeek’s low cost – and low computing power – model will have ramifications for Southeast Asia’s bet on data centers.

Despite DeepSeek’s AI efficiency gains, data centers are still expected to gobble up huge amounts of U.S. electricity.

A longstanding Sinophobia in the U.S. goes back to the 19th century, with the Chinese Exclusion Act, the tax on Chinese miners during the Gold Rush, and ...

SEATTLE, WA – Microsoft CEO Satya Nadella joined Elon Musk in publicly questioning the viability of the Stargate artificial intelligence megaproject unveiled earlier this week by President ...

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

Microsoft continues to report improved cloud/ AI monetization as more users expand their seats. Read why we are upgrading MSFT stock to a Strong Buy.

Artificial intelligence bulls in Europe are dusting off a 160-year-old economic theory to explain why the boom in the ...