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 ...

Oracle remains in focus as cloud infrastructure spending, AI workload demand, and enterprise software trends reshape the ...

NFL training camps open in 2-3 weeks and that means another sport to distract fantasy managers from our own six-month ...

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

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

Monthly resettlement webinars to help prepare to leave the service – Monthly promotion support webinars designed to help ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As ...

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

AI data center grid reliability reached a federal tipping point with NERC’s 2026 State of Reliability report, which ...

While acknowledging the broad corporate anxieties regarding artificial intelligence and human labour displacement ...