China’s DeepSeek has made innovations in the cost of AI and innovations like mixture of experts (MoE) and fine-grain expert ...
The authors write "we have recently seen intense activity in debt and equity transactions that finance the construction and ...
Analyst firm Dell’Oro Group predicts that worldwide data center annual capex will surpass $1 trillion by 2029. The sector's ...
Alphabet's expectation that it will spend $75 billion in capital expenditures this year stands out because that number is so large. But in response to a question on the call about capital intensity, ...