Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.

Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure (OCI) are delivering NVIDIA ...

The pace of change surrounding artificial intelligence will undoubtedly affect software companies. The future of software is less clear today than it was a year ago, in our view, which informs our ...

AI won’t wipe out all software, but it is likely to drive dispersion. Seat-based applications with shallow workflow integration and weak data moats face the greatest disruption risk. Software ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Chip market analyst firm SemiAnalysis in its latest AI inference benchmark testing called out AMD, claiming the Nvidia rival’s inference optimizations were “not as competitive as one would expect” ...

WASHINGTON — Quindar, a startup that provides mission management software for satellite operators, has been selected by satellite servicing company Starfish Space to support the first three missions ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

Tether has released an open-source operating system for bitcoin mining, pitching it as a way to make running mining infrastructure simpler while reducing reliance on closed, vendor-controlled software ...

Artificial intelligence (AI) is changing the way software traditionally operated, including for Figma and Adobe. Adobe implemented its own AI platform and delivered record fiscal fourth-quarter ...

As AI tools have democratized software engineering, a new generation of users have emerged, eager to build their own apps. But just as LLMs speed up the coding process, the old problems of hosting, ...

January is the season for audits. We audit our finances, our habits, and our wardrobes. But for anyone running a revenue team, the most critical audit you can perform right now is on your software ...