Key to this shift is the emergence of artificial intelligence (AI)-enabled industry clouds, also called industry suites, that ...

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

Oracle stock faces fresh valuation debate as AI cloud spending, restructuring actions, and software demand reshape market ...

Some of Oracle's biggest data center customers might be unable to meet their obligations.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to ...

Discover how Oracle's latest AI-driven applications are set to revolutionize supply chain management, enhancing efficiency, ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...

Apollo's Torsten Slok found AI profits have not materialized outside tech, with real-world implementation costs running up to 300% more than replacing human workers. Amazon, Microsoft, Meta, and ...

Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Meta's plan to sell AI compute power crashed Nvidia, AMD, and Intel. The 2026 chip stocks selloff wiped $200B and reshaped ...