Can Oracle justify its $25bn cloud capex spree while chasing hyperscalers and managing margins?
Oracle plans $25B in cloud infrastructure capex for FY26. Can it sustain this strategy while competing with AWS, Azure, and navigating margin pressure? Read More
Why is Oracle Cloud Infrastructure gaining traction in banking, healthcare, and government today?
Discover how Oracle OCI is securing banking, healthcare and government workloads with sovereign cloud, multicloud strategy and consumption growth. Read More
Oracle FY25 results: Multicloud and OCI growth accelerate, but free cash flow turns negative
Oracle FY25 cloud revenue jumped 27% with OCI up 52%, but free cash flow dipped into the red. Find out what this means for investors ... Read More
Oracle (NYSE: ORCL) Q4 FY25 results: Cloud revenue climbs 27%, stock hits all-time high
Oracle’s Q4 FY25 earnings beat estimates with 27% cloud growth; learn how multicloud and infrastructure expansion are fueling stock gains and FY26 optimism. Read More
What’s powering AWS’s next-gen AI campuses? A look at Trainium, Inferentia, and Amazon’s silicon strategy
AWS is building the future of AI with custom chips like Trainium and Inferentia. Explore how Amazon’s silicon play is reshaping the data center landscape. Read More
Amazon to invest $20bn in Pennsylvania AI data centers, creating 1,250 tech jobs
Amazon will invest $20B in AI and cloud data centers across Pennsylvania, creating 1,250 tech jobs. Find out how this redefines the state’s innovation landscape. Read More
Genpact (NYSE: G) acquires XponentL Data to power AI gigafactory vision and deepen domain-led transformation
Genpact (NYSE: G) acquires XponentL Data to boost AI transformation. Explore stock upside, analyst sentiment, and institutional trends shaping Genpact’s future. Read More
How AWS and HUMAIN are spending $5bn to make Saudi Arabia an AI superpower
AWS and HUMAIN launch a $5B AI Zone in Saudi Arabia, accelerating Vision 2030 AI goals with cloud, talent, and startup support. Explore what's next ... Read More
Accenture breaks new ground with Trusted Agent Huddle: The future of enterprise AI collaboration has arrived
Discover how Accenture’s Trusted Agent Huddle is redefining enterprise AI collaboration across systems for seamless, secure, and scalable innovation. Read More
Big Tech is betting $1.6T on U.S. AI—Nvidia just became the poster child
Trump promises fast-track approval for Nvidia’s $500B U.S. supercomputer project as Big Tech AI infrastructure pledges surpass $1.6 trillion. Read more. Read More