AI investor focus flips to data centers as cloud giants pour billions into California facilities

Investors are shifting focus from chip makers like Nvidia to infrastructure 'pick-and-shovel' companies supplying power, ...

Alphabet vs. Microsoft: Better AI Stock to Own in 2026?

Alphabet ( GOOGL +0.01%) ( GOOG 0.18%) and Microsoft ( MSFT 0.13%) are two of the largest cloud computing companies in the ...

Inside Microsoft Ignite: How Microsoft and NVIDIA are redefining the AI stack

As the world’s leading platform providers and champions for advancing AI globally, NVIDIA and Microsoft continue to deliver ...

Where enterprise data is headed in 2026

What will shape enterprise data in 2026? We look at insights from Bloomberg’s Enterprise Data & Tech Summit in London on ...

A US Postal Service plan to raise cash could cost the agency its biggest customer

For years, a huge Amazon contract has been one of the few bright spots in the US Postal Service’s finances. But now the USPS plans to offer those last-mile services to additional customers to stem ...