Shares of software giant Oracle Corporation (ORCL) have faced a brutal selloff lately, even though the company’s fundamentals ...

Oracle’s cloud growth and workforce reset highlight the cost challenge behind AI data center expansion and enterprise ...

MacBooks and Xboxes are getting more expensive due to “.” Central bankers are warning the AI boom could soon trigger a ...

SoftBank to launch US neocloud called SB Neo Belgium’s Proximus turns to Ekinops for optical buildNokia lands optical deal ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Meta Platforms is building a cloud infrastructure business called Meta Compute to sell AI computing power, challenging AWS, Azure, and Google Cloud.

AI infrastructure spending is surging—learn how to spot durable AI winners using free cash flow and contract backlogs, plus ...

Today's AI hyperscalers resemble 1999’s tech giants, not fragile dotcom startups, and risk severe multiple compression. Read ...

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...

Artificial intelligence is creating a new class of infrastructure giants virtually overnight, and one innovative Bitcoin miner that made an early leap into the global power business feeding the ...