Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Biggest AI deals of 2025 reveal how compute, data centers, and power became the new global tech infrastructure.

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

A prominent research firm, Evercore ISI, has positioned Oracle as a leading selection for 2026 within the enterprise software arena, placing it alongside gia ...

On Friday, Aaron and Kevin’s article about Salesforce calling out the ingrained limitations of large language models struck a ...

With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

Evercore is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm named Microsoft ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

The growing field of data center developers are catering to the tech industry’s ravenous demand for computing power to build ...

That's because the AI data center provider anticipates $3.4 billion in annual recurring revenue (ARR) by the end of 2026. All ...

Federal regulators mandated PJM Interconnection to create rules for colocating data centers at power plants, marking a ...

The deal won't do "a thing to protect the privacy of American users," said Senate Democrat Ron Wyden of Oregon, who voted ...