We came across a bullish thesis on SAP SE (SAP) on Substack by Northwest Frontier Capital. In this article, we will summarize ...

SAP estimated that it takes 200 terawatt-hours of electricity per year to power all the data centers around the world, and of ...

Microsoft has added another 389 megawatts of renewable power to its portfolio as the tech giant scrambles to meet the power ...

Microsoft's strong AI revenue growth and increased cloud demand are offset by infrastructure limitations, impacting market ...

SAP's Q4 2024 results reinforce my buy rating, driven by strong cloud revenue growth, AI integration, and improving margins, ...

Big tech continues to invest heavily in AI even as investors nervously watch for indications that it’s paying off.

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

Microsoft has brought one of DeepSeek's models to its cloud, and says that 'distilled' versions of the model will come to ...

The main issue seems to be valuation. Microsoft has accelerated its capital expenditures over the past few years to support artificial intelligence (AI) initiatives. Investors have bid the share ...

Stellar earns Microsoft AI Data Cloud status; Solidifies leadership role in helping businesses integrate genAI, LLMs, and ML into their operations.