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Meta’s reported AI cloud plans could affect infrastructure pricing and vendor competition, but APAC buyers still lack ...

Recent reports suggest Meta may rent out excess AI compute. The easy read is that Meta overbuilt and the AI capex cycle is already moving from shortage to surplus. That may be too simple.

Meta (META) rated Strong Buy: undervalued at 17x forward earnings as ARPP and Asia-Pacific growth surge; new AI compute ...

Bitcoin miner to AI infrastructure leader. AI cloud revenue +94% QoQ; catalysts include Russell 1000, Microsoft/NVIDIA, and ...

Sony’s plans to wind down disc production for its game consoles have met with fury (and memes) across the board. But this decision was driven by many of the same factors squeezing IT generally: ...

The landscape of high-performance computing (HPC) storage is undergoing significant change. Traditional simulation and data engineering workloads are increasingly running alongside generative AI, ...