According to reports, NVIDIA (NVDA.US) has adjusted its customer expansion strategy for its cloud computing business, DGX Cloud, downplaying the focus on external customer acquisition. Insider sources ...

Why Eric Fry remains bullish on Oracle even after its price surge… Luke Lango’s notes from Day 3 of the All-In Summit… how to invest in XPU’s today VIEW IN BROWSER On Wednesday, Oracle Corp. (ORCL) ...

Oracle's market value is approaching the trillion-dollar mark due to its AI-driven boom, which is drawing a lot of interest ...

The Oracle co-founder is almost as wealthy as Elon Musk, and he’s in the middle of the AI revolution, the future of ...

Alex Black Bjorlin, who runs DGX Cloud, stressed there's been no change in strategy. Our internal researchers need ...

Oracle Corporation Japan (TSE:4716) experienced a 10% share price increase last week amid a tech-heavy market. While the Nasdaq surged to a record high driven by gains in major tech stocks, Oracle ...

To meet the rising demand for its services, Oracle will have to spend a lot of money to build out its data center capacity.

Oracle’s remaining performance obligations soared 359% to $455 billion in Q1 FY2026, following several multi-billion-dollar cloud infrastructure contracts. Cloud infrastructure revenue climbed 55% to ...

With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into ...

Oracle's stock surge is driven by AI hype, but revenue challenges and concentration risks suggest it’s overvalued. Click for ...

The intersection of cloud architecture, data engineering, and artificial intelligence continues to reshape enterprise technology landscapes, with seasoned practitioners bringing decades of experience ...

Nvidia (NVDA) has reduced its focus on attracting new customers to its cloud computing business, DGX Cloud, according to a report by The Information.