Oracle Corporation (ORCL) has been a titan of the IT industry for some time now, but with AI becoming the buzzword on ...
I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Hexagon has announced a multi-year renewal of its long-established innovation partnership with one of the most successful ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
In another note, published Monday, the TD Cowen analysts said they believed Microsoft's actions were "related to a shift in incremental OpenAI workloads to Oracle/Softbank as we have seen a ...
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure ...