Amazon appears to be positioned better for the mainstream adoption of artificial intelligence workloads by enterprises. Read ...

We recently published a list of Top 10 AI Stocks in the Spotlight This Week. In this article, we are going to take a look at ...

Microsoft's diversification from OpenAI speaks volumes about the future of AI investing . When I wrote about DeepSeek's remarkable AI breakthrough in January, ...

In a TV news interview last week, Suleyman argued it's more cost-effective to trail frontier model builders, including OpenAI ...

AI advancements like DeepSeek and Chinese MoE architectures offer lower compute costs, undermining the need for Microsoft's premium-priced Azure services. Microsoft's CapEx surge, driven by AI ...

Microsoft CEO Satya Nadella saw the writing on the silicon and fast-tracked DeepSeek’s R1 into Azure. At a closed-door company town hall, sources say Nadella practically evangelised DeepSeek’s ...

Microsoft CEO Satya Nadella moved quickly to get DeepSeek’s R1 deployed on Azure in January. Nadella appeared to have anticipated the rise of a breakthrough like R1, and now he says a new bar has been ...