Having benefited from years of forward-looking power planning, IREN has transitioned to become the essential infrastructure ...
Oracle announced its fiscal 2026 Q2 financial results, reporting a significant increase in remaining performance obligations to $523 billion, up 438% year-over-year. The company’s total quarterly ...
India’s cloud market is growing rapidly, driven by the need for resilient AI-ready digital infrastructure, sector-specific compliance, and data sovereignty.
Amazon and Alphabet are set to lead future AI workloads with in-house chips. Read here for an investment analysis of GOOG and ...
Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% ...
RPO growth looks inflated as near-term recognizable revenue lags sharply, fueling fears of circular or non-monetizable AI ...
After years of resisting multicloud, AWS has unveiled Interconnect and acknowledged what practitioners have long known: Best ...
Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.
It isn’t that Nova 2 is technically weak. The problem is that it is strategically strong in all the wrong ways for customers ...
Microsoft's approach to cloud licensing has been labelled anti-competitive and cost-prohibitive to enterprises by regulators, ...
Microsoft will continue expanding its three existing data center regions in Chennai, Hyderabad and Pune. It aims to provide ...
Dec 8 (Reuters) - IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ...