Satya Nadella: DeepSeek is the new bar for Microsoft’s AI success
Microsoft CEO Satya Nadella moved quickly to get DeepSeek’s R1 deployed on Azure in January. Nadella appeared to have ...
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AI Startup Challenges Arista, Nvidia, Cisco In Leading Edge Networking
Nvidia stock has struggled in 2025. Now new competition in networking is coming from startup Nexthop AI, founded by former Arista COO.
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DeepSeek sparks AI appliance gold rush in China—with commitment still elusive
DeepSeek has sparked a surge of product launches across China's enterprise AI sector. Nearly 100 vendors—including server ...
Microsoft pulls back from more data center leases in US and Europe, analysts say
Microsoft (MSFT.O), opens new tab has abandoned data center projects set to use 2 gigawatts of electricity in the U.S. and ...
Meta Platforms, Inc. (META) Will Now Ask Advertisers to Disclose AI Use in Social Issue Campaigns
We recently published a list of the 10 AI Stocks Catching Wall Street’s Attention. In this article, we are going to take a ...
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Microsoft pulls out of AI data center projects in US and Europe – Report
Microsoft has terminated several data center leases in the US and Europe that were expected to consume 2 gigawatts (GWh) of ...
Meta Platforms, Inc. (META) AI Push Hits a Snag With Rejected $800 Million Bid—What’s Next?
We recently published a list of 11 AI Stocks Shaking Up Wall Street Today. In this article, we are going to take a look at ...
Chinese companies flood market with AI models after DeepSeek R1, Bloomberg says
Since the debut of DeepSeek’s R1, Chinese companies like Baidu (BIDU), Tencent (TCEHY) (TCHEY), Ant, and Alibaba (BABA) have been flooding the ...
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Six takeaways from Nvidia’s GTC 2025: Was it an ‘AI Super Bowl’?
Here are six takeaways from the keynote delivered by Huang, co-founder and CEO of Nvidia, at the GTC 2025 conference ...