Meta raised its 2025 capital expenditure outlook to $64 billion to $72 billion to support its AI buildout and "expected cost of infrastructure hardware."
Microsoft handily topped third quarter targets and said Azure delivered revenue growth of 33%.
Whether you're freaked out about hyperscalers pulling back on AI data center buildouts boils down to time frame. Are you planning for 5 months or five years?
PayPal has big plans for transform from a payments company to a commerce platform that can carry out buying decisions. But first, the company is going to have to retire tech debt from acquisitions and a siloed data architecture.
Meta has made a lot of headway with its open source Llama family of large language models, but with increasing competition from China's DeepSeek and Qwen models the company is ramping distribution.
SAP in the first quarter delivered cloud revenue growth of 27% from a year ago with total revenue growth of 12%.
Taiwan Semiconductor reported strong first quarter results, but most of the questions on the earnings recall revolved around tariffs, global expansion and AI infrastructure demand.
According to Nvidia, the US government informed the company April 9 that its H20 chips would require a license to be sold in China for the "indefinite future."
Anthropic said its Claude large language model (LLM) will integrate with Google Workspace to add enterprise documents for its Research feature for Max, Team and Enterprise customers.
Walmart reaffirmed its first quarter sales growth outlook; said its e-commerce business is on track to be profitable and highlighted technology initiatives that have made the company more resilient in a volatile economy.
