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Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.
Agentic AI arms race: Zendesk and Forethought challenge Salesforce Agentforce and ServiceNow Moveworks
Zendesk agrees to acquire Forethought, adding self-improving AI agents to its Resolution Platform. Read what this means for enterprise CX in 2026.
The quiet legacy cloud migration battle is heating up and Kyndryl just made a strategic move in Canada
Kyndryl expands Cloud Uplift to Microsoft Azure Canada, giving enterprises a faster way to migrate legacy IBM Power systems while keeping data local. Read more.
AI chips are overheating. Can Flex and Broadcom fix the cooling crisis?
Flex and Broadcom collaborate on liquid cooling for next-generation AI XPUs. Discover why cooling technology may become the key constraint in hyperscale AI infrastructure.
Microsoft launches Wave 3 of Microsoft 365 Copilot with agentic AI, Agent 365, and a $99 per user enterprise suite
Microsoft (MSFT) unveils Wave 3 Copilot, Agent 365, and the $99 E7 enterprise suite. Read the full strategic breakdown.
Cross-border sellers struggle with financing. Can Payoneer and FundPark fix it?
Payoneer and FundPark launch AI-driven credit solutions for global e-commerce sellers. Discover how this partnership could reshape cross-border business financing.
Texas Instruments and NVIDIA team up to push humanoid robotics into the real world
Texas Instruments and NVIDIA collaborate to accelerate humanoid robotics using radar sensing and AI compute. Discover what this means for physical AI development.
Keysight Technologies (NYSE: KEYS) targets AI networking bottlenecks with new 1.6T Ethernet validation platform
Keysight Technologies unveils AresONE 1600GE to test 1.6T Ethernet AI networks. Discover why hyperscale data centers may depend on this next-gen validation platform.
The real reason Meta paid for Moltbook: not the product, but who controls how AI agents find each other
Meta Platforms acquires Moltbook to build AI agent infrastructure inside its Superintelligence Labs. What the deal really signals for the future of autonomous AI. Read more.
Nscale closes Europe’s largest-ever VC round with $2bn Series C, valuing AI infrastructure hyperscaler at $14.6bn
Nscale closes $2bn Series C at $14.6bn valuation with Nvidia, Citadel, and Jane Street backing. Sandberg, Clegg, and Decker join the board. Read the full analysis.