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 ...
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 ...
Amazon stock set to hit new highs in 2024 as AWS growth and a $38B OpenAI deal boost outlook. Read here for an investment ...
Azure Local and IoT Operations received a broad set of updates this week as Microsoft moved to expand AI-enabled edge ...
Concierto, the hyper-automated cloud transformation platform, today announced a strategic partnership with Relevance Lab, a leading cloud solutions provider and AWS Advanced Tier Services Partner.
Buried beneath the AI hype was one revelation that might be as important as any model or chip is that AWS now operates nearly ...
Broadcom looks poised to outperform in 2026 as its huge custom AI chip opportunities become closer to reality. After underperforming in 2025, Amazon could be set to rebound in 2026. Amazon is ...
The AI race continues to heat up, and Amazon continues to invest in keeping its lead. The artificial intelligence (AI) race continues to heat up, and the stakes continue to get higher as the ...
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