ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Meanwhile, the model layer keeps whiplashing. First, everyone used ChatGPT. Then Gemini was catching up. Now, it seems Claude ...

Heartland Advisors, an investment management company, released its “Heartland Value Fund” fourth-quarter 2025 investor letter ...

Heartland Advisors, an investment management company, released its “Heartland Value Fund” fourth-quarter 2025 investor letter ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become the single most important software company in the world. Since ChatGPT ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

SoftBank Group has agreed to acquire DigitalBridge, a US-based investor in data centres and telecoms infrastructure, for ...

Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...