ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle founder and CTO Larry Ellison has identified what he calls the critical limitation holding back AI models from Gemini ...

By the end of this decade, the most successful enterprises will be the ones that see AI and cloud as critical infrastructure, ...

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Artificial intelligence (AI) demand remains red-hot heading into 2026. The global AI market is projected to reach over $1.7 ...

Every quantum leap in infrastructure intelligence starts with the realization that tomorrow’s systems must anticipate needs ...

We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will ...

We came across a bullish thesis on Planet Labs PBC on Student of Value’s Substack by Student. In this article, we will ...

Google Cloud’s new partner program focus on IT competencies in AI, data, security and infrastructure help system integrators, ...

With an imminent end-of-support deadline, SAP would like nothing better than for all its customers to move to S4. And fast.