Oracle announced that the UK Ministry of Defence (MoD) has signed a new cloud agreement for Oracle Cloud Infrastructure (OCI). The agreement follows five ...
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...
A fundamental tension is reshaping enterprise software investment, with veteran investors and AI evangelists offering starkly ...
Looking narrowly at the strong balance sheets of the leading hyperscalers – Amazon, Meta, Microsoft, Alphabet – the AI boom ...
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