OpenAI’s meteoric rise is fuelling Microsoft and Nvidia while casting a long shadow over Google’s search dominance. UBS warns the AI trade hinges on OpenAI’s growth – a boom for investors if it ...

In 2025, AWS remains the biggest piece of Amazon’s profit machine, yet the pace of its growth is starting to lag. While the ...

The cloud infrastructure space got a jump start thanks to the surge in demand for AI. Oracle Cloud Infrastructure (OCI) ...

Palantir PLTR stock gained 9.82% after Oracle announced $455 billion in contracted sales, boosting AI sector optimism through ...

Oracle is benefiting from its leveraged spending. The spending is paying off, as Oracle is winning major contracts. Oracle ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud ...

Larry Ellison, now Oracle’s CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy ...

As we wrap up what has been a busy week in artificial intelligence-cloud land—one dominated by Oracle—we want to circle back to the striking announcement on Thursday night from Microsoft and OpenAI.

The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI ...

We look at block storage in the cloud, why you might want to use it, its key benefits, how it fits with on-prem storage, and ...

It’s no surprise that this exceptional guidance caused shares of Nvidia, Broadcom, and AMD to climb between 2% and 10%, as ...