Oracle's leverage could pole-vault it to leading in cloud for AI in the next five years. Leverage could leave Oracle ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Veritone announced that on Tuesday, saying that the platform -- aiWARE -- and the company's applications have been deployed ...
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Amazon's datacenter boom: The next big growth driver for the stock?
Amazon's AMZN unprecedented datacenter expansion is emerging as the company's most powerful growth catalyst, with AWS ...
The UK’s Competition Appeal Tribunal (CAT) has begun deliberating whether a £2.1 billion collective proceedings (class action ...
After years of resisting multicloud, AWS has unveiled Interconnect and acknowledged what practitioners have long known: Best ...
Amazon is positioned to outperform mega-cap peers, driven by its expansive data center footprint and AI infrastructure ...
In his first interview since joining from Accenture, Google Cloud's new Chief Product and Business Officer argues that ...
Amazon and Microsoft are the biggest cloud computing companies by market share. Amazon is starting to see its cloud computing revenue accelerate, which should continue into 2026. Microsoft's Azure has ...
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