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 ...
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 ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...
Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.
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 ...
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
In this article, we are going to take a look at where Oracle Corporation (NYSE ... “[the ERP provider] might have replaced Microsoft in an OpenAI joint venture. This would be extraordinary.