The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Meta and Microsoft are investing heavily in cloud and AI infrastructure, but face challenges from DeepSeek. Both focus on growth and optimization.
Days after Chinese upstart DeepSeek reveals a breakthrough in cheap artificial intelligence (AI) computing that shook the US ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...