Microsoft Corporation (MSFT)

Nvidia (NASDAQ:NVDA) is at the forefront of the artificial intelligence (AI) revolution, providing the essential GPUs that drive this transformative technology. In contrast to the dotcom bubble of the late 1990s, when massive investments in internet infrastructure led to 97% of America’s fiber optic cables remaining “dark” — laid but unused as demand lagged behind ... This Is Why AI Is Not a Bubble and Nvidia will Reach $10 Trillion

per share The cloud computing sector is experiencing explosive growth, with combined backlogs from major providers like Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) now exceeding $700 billion. This vast pipeline represents the core of the AI economy, channeling demand for GPU shipments, data center constructions, and intensive model training cycles. As AI adoption accelerates ... 700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026

The agreement comes less than a week after OpenAI altered its partnership with its long-time backer Microsoft.

Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.

Microsoft said Monday it will be shipping Nvidia's most advanced artificial intelligence chips to the United Arab Emirates as part of a deal approved by the U.S. Commerce Department. The Redmond, Washington software giant said licenses approved in September under “stringent” safeguards enable it to ship more than 60,000 Nvidia chips, including the California chipmaker's advanced GB300 Grace Blackwell chips, for use in data centers in the Middle Eastern country. The agreement appeared to contradict President Donald Trump's remarks in a “60 Minutes” interview aired Sunday that such chips would not be exported outside the U.S.

Amazon (AMZN) stock rallied to record highs on Monday, after announcing a $38 billion cloud deal with ChatGPT creator OpenAI. It is Amazon Web Services' first cloud contract with OpenAI, which has long been a key partner for Amazon rival Microsoft (MSFT). Amazon announced the "multiyear, strategic partnership" with OpenAI is a news release, which AWS said will allow OpenAI...

AI cloud computing company and Bitcoin (BTC) miner IREN (NASDAQ: IREN) signed a multi-year GPU cloud services contract with Microsoft on Oct. 3. Under the agreement, IREN will supply Microsoft with access to NVIDIA GB300 GPUs through its vertically integrated AI Cloud platform. Following ...