Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests ...

The buzz surrounds Microsoft's cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

Advanced Micro Devices is positioning itself for inference, which is predicted to be the larger TAM compared to training.

Meta Platforms is reshaping the AI landscape by raising the cost for top researchers. Only a few companies will be able to ...