Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud ...

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

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 ...

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

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

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

For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...

Zhipu AI, the Chinese AI lab behind the highly regarded GLM series of open-source AI models, is weighing designing its own AI ...

The AI boom is becoming an energy race, and companies with power, land, and grid access may be the biggest winners.

While AI holds the promise of radically transforming KM, human oversight takes on intensified responsibilities for ensuring the knowledge provided is accurate, timely, and relevant as well as guarding ...

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

Prices are rising, but the payoffs are not clear ...