Ramp data shows AI spending stalling just as Anthropic nears its IPO
AI usage keeps climbing, but spending has stalled. Price cuts and smarter cost controls among the biggest spenders could…
标签：Enterprise
共 34 篇相关文章
Dropbox acquires Tigris Data for $350M to bolster its AI infrastructure
The deal is expected to support the development of DBX Agent Cloud, a new storage platform aimed at developers building …
Hiding inside Palantir’s skyrocketing quarter is a foreboding signal
Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numb…
In one of the largest deals in tech history, Marvell buys Lumentum for $115B
Marvell's planned purchase of Lumentum is one of the biggest acquisitions in tech history. And they both have the same s…
Salesforce’s M&A spree continues with a reported $375M deal for defense tech startup Rune
The AI logistics startup will bolster the CRM giant's Missionforce defense platform.
Intel’s stock crashes, knocking $12B from government’s stake
Intel is being hurt by PC sales as the AI industry gobbles memory and other components causing PC prices to rise.
Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skeptic…
AWS will be a $1T business, Jassy says. But first, it will spend big.
Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it w…
Amazon reported booming cloud revenue but otherwise missed expectations
The biggest ouch of the report was its negative free cash flow of $2.4 billion.
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it…
Microsoft recorded $10 billion in revenue from OpenAI
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing paymen…
Microsoft hits 10 quarters of record- breaking revenue in a row
Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet …