The billion-dollar infrastructure deals powering the AI boom
It takes a lot of computing power to run an AI product — and as the tech industry…
High stock valuations bring back memories of dotcom exuberance
Listen to this article By Chibuike Oguh and Suzanne McGee Summary: – Analysts compare the AI stock surge to the 1990s…
Top analyst on concerns about Nvidia fueling an AI bubble: ‘We’ve seen this movie before. It was called Enron, Tyco’
A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its…
IBM, Oracle and Nvidia Race to Scale Enterprise AI
For two years, the enterprise story on artificial intelligence centered on testing whether chatbots, copilots and generative models…
IT cos on alert as hyperscalers eye a slice of enterprise spends
The rise in artificial intelligence investments by hyperscalers is targeting a large share of enterprise IT spending, potentially…
The AI Boom’s Second Act: Debt-Fueled Growth
The AI boom’s second act is being financed not just by venture dollars but by borrowing, as companies…
The billion-dollar infrastructure deals powering the AI boom
It takes a lot of computing power to run an AI product — and as the tech industry…
MySQL AI Introduced for Enterprise Edition
Oracle has recently announced MySQL AI, a new set of AI-powered capabilities available exclusively in the MySQL Enterprise…
What’s behind the massive AI data center headlines?
Silicon Valley flooded the news this week with headlines about wild AI infrastructure investments. Nvidia said it would…
Stock bulls everywhere beware: the US market rally narrative is loaded with risks
Bullish sentiment towards stocks is rampant in the US, as one Wall Street strategist after another raises their…
Oracle’s share price surge suggests the AI trade still has momentum – The Irish Times
“AI will change everything,” says Oracle’s Larry Ellison. It has certainly changed Oracle. Shares surged 36 per cent…
Why the Oracle-OpenAI deal caught Wall Street by surprise
This week, OpenAI and Oracle shocked the markets with a surprise $300 billion, five-year agreement, part of a…