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 ...
The Manila Times on MSN
IBM Accelerates Cloud Drive With $11 Billion Confluent Deal as AI Demand Booms
Dec 8 (Reuters) - IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ...
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