The rapid growth of massive-scale technology infrastructure has transformed the financial management of cloud technology into ...

Vadim Vladimirskiy is the CEO of Nerdio and empowers organizations to deploy, manage and optimize virtual desktops in Microsoft Azure. For decades, the traditional way of funding IT was ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Big tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations, according to analysts at ...

Q2 2026 Management View CEO and senior leadership focused heavily on addressing persistent supply constraints, particularly in NAND and DRAM, while highlighting robust demand from AI-driven data ...

Fed cuts rates by 25 basis points, bringing it to a range of 3.75%-4%. Alphabet, Meta and Microsoft reported earnings that beat expectations. Nvidia exceeds $5 ...

The race is on, and major tech players are spending big on data centers for their AI goals.

Artificial intelligence (AI) is reshaping the world — and data centers provide its lifeblood. The data centers of today are ...

My model estimates Meta's 2026 CapEx at $106–$119B, with a base case of $111B. Furthermore, after the $40B in non-cancelable third-party commitments, the company has $121B in non-cancelable ...