Bearish sentiment about the cost-benefit equation of artificial intelligence has become so prevalent lately that it almost feels like conventional wisdom is now skepticism. But that certainly isn’t ...
Meta’s announcement of a new AI data center in El Paso comes just one month after Project Jupiter — another massive data ...
Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, ...
Oracle (ORCL) confirmed it expects its artificial intelligence infrastructure projects to generate gross margins ranging from ...
Oracle Corp. gave its expectations for gross margins for large AI infrastructure projects, easing some of Wall Street’s ...
Astera Labs stock plunged this week in an apparent reaction to an artificial intelligence (AI) deal between AMD and Oracle.
Oracle expects cloud infrastructure revenue to be $166 billion in fiscal 2030, one of its two CEOs said on Thursday.
During the times my connection cooperated, Zitron and I covered OpenAI's financial issues, lofty infrastructure promises, and ...
Meta and Oracle are joining forces with NVIDIA to deploy Spectrum-X Ethernet networking, accelerating AI data center ...
You may be wondering how Oracle is in a position to race ahead of Nvidia toward the $10 trillion mark. But a closer look at ...
An artificial intelligence infrastructure consortium led by Microsoft Corp., Nvidia Corp. and BlackRock Inc. today announced ...
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