Question Our assessment; Is Nvidia technically ahead in AI networking? We believe it is materially ahead and stands alone at ...

Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is materially ...

Base Database Cloud@Customer could help regulated enterprises modernize databases and deploy AI closer to sensitive data, ...

Oracle (ORCL) noted that construction of data centers may end up costing more or taking longer than expected. This could occur because of supply chain issues, government restrictions on data center ...

Oracle Corporation pivots to AI cloud infrastructure as capex and debt surge. Click for this look at the positives and risks ...

Oracle was founded all the way back in 1977 as an enterprise software company. Since then, it has transformed into a cloud services giant. These days, it is trying to become one of the most important ...

Nissan is warning that it suffered a data breach affecting current and former employees after threat actors exploited an Oracle PeopleSoft vulnerability in data theft attacks previously linked to the ...

Regulatory filings and new business models suggest hyperscalers are shifting from simply building AI capacity to managing the enormous financial risks that come with it. Hyperscalers continue to ...

A hacker used Ostium's own price-reporting infrastructure against the protocol, submitting falsified future-dated oracle data to manufacture fake trading profits and trigger an $18 million payout.

Microsoft announced Wednesday that over the past two decades, it has become dramatically more efficient in its use of water to cool data centers, slashing its consumption rate by 90% compared to ...

Nordic data center firm Bulk Infrastructure has acquired a plot of land in Arendal, Norway. At a council meeting last week, Arendal officials approved the sale of plot no. 25, block no. 121 on Longum ...

Microsoft MSFT1.53%increase; up pointing triangle, Google and Amazon AMZN 0.80%increase; up pointing triangle are among the tech companies spending an estimated $1 trillion on AI infrastructure this ...