Big Tech’s capital spending is on track to surpass $200bn this year and rise even further in 2025, as anxiety grows on Wall Street about the returns on soaring investment in artificial intelligence. The four biggest US internet groups — […]
Wall Street frets over Big Tech’s $200bn AI spending splurge Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Intel announced a massive $18.7bn set of restructuring and asset impairment charges on Thursday in an attempt to clear the
Intel takes $18.7bn in restructuring and impairment charges Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Microsoft chief executive Satya Nadella expressed a common view in the tech industry when he said recently that large language
OpenAI feels competitors breathing down its neck Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Palantir, the US software company famous for its work with intelligence agencies and the military, has traced a highly volatile
Palantir defies the doubters on Wall Street Read More »
Move over, copilots: it’s time to make room for the AI agents. That has been the message from the software industry in recent days, as some of the biggest companies have lined up behind the latest idea for how to
meet the next generation of AI-powered assistants Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. There has been a paradox at the heart of Intel’s revival plan launched three years ago. It is one that
Intel’s long-shot turnaround hits a critical stage Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Until recently, it looked as though the cloud computing market had been locked up. Just three American companies — Amazon,
Larry Ellison’s wealth rebounds as Oracle joins AI boom Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Rivals of Nvidia, which dominates the market for AI chips, have long hoped that an inflection point would help them
Nvidia faces looming test on use of chips Read More »
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Microsoft is stepping up its plans to make Windows more resilient to buggy software after a botched CrowdStrike update took
Microsoft plans Windows security overhaul after CrowdStrike outage Read More »
