As with Jevons Paradox, efficiency gains should send AI use soaring as costs drop. As Microsoft’s Satya Nadella observed, what the steam engine did to coal demand is now likely to happen with AI.

Despite paying boatloads of money on OpenAI for its most advanced models over the last two years, Microsoft has quickly ...

This whole DeepSeek copying ChatGPT accusation from OpenAI and Microsoft reminds me of a lesson I’ve learned over the past 15 ...

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy ...

Remember that overnight action in Dow futures and elsewhere doesn't necessarily translate into actual trading in the next ...

The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

Despite the negative financial impact, Nvidia praised DeepSeek’s breakthrough. “DeepSeek is an excellent A.I. advancement and ...

Microsoft’s cloud and AI businesses are doing pretty well — and their impact is being felt across the company. In its Q2 2025 ...

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley ...

The DeepSeek technology has the potential of bringing more people into world of AI and expanding the transformative power of ...

Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...

The Nvidia GeForce RTX 5080 will be built on a new architecture, using one of the company’s new Blackwell RTX 50 GPU designs. While the RTX 5090 is rumored to use a large new chip, codenamed ...