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Microsoft shares slide as cloud forecast, AI spending disappoint
Artificial intelligence:Microsoft rolls out DeepSeek's AI model on Azure platform "It's OK if that is a few years out, three ...
DeepSeek - Engineering Innovation Or Financial Jugglery?
With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...
Nvidia out? DeepSeek pairs with banned Chinese tech giant to deliver unbelievably low pricing on AI inference which could cause Nvidia's house of cards to come crashing
DeepSeek’s V3 and R1 models are available through Huawei’s Ascend cloud service They are powered by the Ascend 910x accelerators banned in the US, EU and UK The pricing is much lower than offered by ...
The Cloud Underdog? Why Oracle's 3% Market Share Signals A Strong Upside
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Amazon's cloud business faces crucial test after rivals Microsoft, Google stumble
Still, Amazon may be better positioned than rivals to capitalize on cheaper AI, analysts say, due to its massive cloud ...
Microsoft Sees Cloud Business Further Slows Down Despite Hefty AI Spending
TMTPOST -- Microsoft Corporation expects its cloud business will further slow down in spite of hefty artificial intelligence (AI) bills following a quarter that saw huge spending failed to accelerated ...
Amazon shares plunge after tech giant misses earnings
Amazon shares slipped in after-hours trading yesterday as investors re-evaluated the company's spending on AI.