President Trump announced that major AI companies have agreed to pay the full costs of electricity and infrastructure for ...

US stock futures edged lower as rising tensions in the Iran war unsettled markets and oil surged, while investors awaited key ...

AI is driving transformation at leading-edge enterprises. Here are the pure-plays, hyperscalers, hardware manufacturers, software vendors, and consultanies helping CIOs realize their AI visions.

Iran has aimed to keep the much more powerful US military and its allies off balance through proxies in Iraq, Lebanon and ...

Seven of the nation's largest artificial intelligence (AI) companies and hyperscalers signed a White House-brokered agreement March 4 committing to build, ...

Under President Donald J. Trump’s leadership, America’s leading AI and technology companies gathered at the White House to ...

AI data center construction, quantum technology leaps, and long-awaited BEAD funding is making 2026 a momentous year for fiber.

Meanwhile, the clash between Anthropic and the US Department of Defense continues to unfold. The AI startup filed a lawsuit ...

Amazon invests $50B in OpenAI and expands AWS deal to $138B. Analysis of stateful runtime, Frontier distribution, Azure ...

Rising Gulf tensions are casting uncertainty over major AI and cloud investments by global tech companies, raising questions about timelines, costs and region ...

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach ...

Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...