Meta's free cash flow is getting crushed, but Zuckerberg's AI compute gamble could be the stock's next big catalyst.

The AI industry has been focused on answering, "Could the industry build enough compute fast enough to keep up with demand?" But this is the wrong question to be asking.

As the tech giants' AI splurge starts to hurt the balance sheet, selling compute is an easy fix — but they also need it to ...

Microsoft has had a tough year on the stock market, with its cloud business being a blessing and a curse.

It remains unclear how Meta, which is aggressively buying compute for its own needs, will have enough excess compute to sell ...

British AI neocloud Nscale is buying software startup Anyscale, which helps companies scale their AI workloads across data ...

As AI gives compute a physical address, companies and governments are discovering that where a model runs—and who can legally ...

Monetizing AI is a tricky business and it seems Apple's only plans so far are tying daily usage limits to users' iCloud+ ...

Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model ...

Meta is reportedly exploring the launch of a new division, called Meta Compute, to sell excess capacity to third parties, and ...

Axe Compute sees surging enterprise demand for dedicated, large-scale AI infrastructure, on a global scale, far exceeding its goal of $1 billion in signed contracts midway through 2026. PITTSBURGH, ...