The e-commerce giant's swelling AI investment is colliding with investor patience, forcing a reckoning over Big Tech's data center cash burn.

The reported acquisition plugs AI logistics into Salesforce's defense platform, signaling a sharper push into government tech and public-sector revenue.

The e-commerce giant's latest capital commitment to AI comes as investors punish Big Tech for data center cash burn. Here's what it signals for every CFO watching the bill come due.

With domestic price wars and weak demand squeezing profits, the two EV giants are betting on global sales to carry their next growth phase.

Investors ignored a doubling of cloud revenue and focused on AI's toll on search monetization, a warning for every tech giant betting on AI.

The blockbuster listing rewards investors today, but succession and fading growth forecasts signal a tricky road ahead for the telecom giant.

The AI lab's IPO filing reveals a multichip compute model that analysts say could erode Nvidia's pricing power and reshape how AI giants negotiate.

The AI startup's choice of lead underwriters signals a landmark public debut and a lucrative, prestige-heavy win for the two Wall Street giants.

How a 10% pricier Pampers line fueled P&G's best organic sales quarter in 11 quarters and what it signals for consumer giants.

The software giant's voluntary exit plan reaches vice presidents as AI data center spending reshapes headcount.

The social giant is raising $95 billion through stock-linked deals into early 2025, and the chip trio could buy into a $35 billion offering.

The rocket giant is building an AI chip rental empire, and its founder just warned that weaker players won't survive the compute arms race.