Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...

I am trying a new way to think about the market. The reason is that market participants have been dumping software-related names, and thinking about this sell-off in generalities regarding equities of ...

The Maia 200 deployment demonstrates that custom silicon has matured from experimental capability to production infrastructure at hyperscale.

Calling it the highest performance chip of any custom cloud accelerator, the company says Maia is optimized for AI inference on multiple models. Signaling that the future of AI may not just be how ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026. Christine Ji is a ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...

But an internal research project is looking at ways to automate the translation of millions of lines of code per month into other languages. A job posting by a Microsoft engineer sparked excitement ...

LONDON, Dec 11 (Reuters) - Microsoft was on Thursday accused of overcharging thousands of British businesses to use Windows Server software on cloud computing services provided by Amazon, Google and ...