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

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

Oracle stock faces fresh valuation debate as AI cloud spending, restructuring actions, and software demand reshape market ...

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

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 ...

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

Meta's plan to sell AI compute power crashed Nvidia, AMD, and Intel. The 2026 chip stocks selloff wiped $200B and reshaped ...

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

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

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

Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...