Alphabet’s Google has shaken up the artificial-intelligence race. ChatGPT-developer OpenAI is in danger of losing its crown as the leading AI company and that’s bad news for key partners Oracle and ...
Oracle Corp (NYSE:ORCL) is expanding its enterprise AI and supply chain solutions, partnering with Microsoft Corp (NASDAQ:MSFT) and launching new AI agents and a marketplace to streamline workflows ...
New integration between Oracle Fusion Cloud SCM and Microsoft Azure IoT Operations and Microsoft Fabric will help manufacturers increase visibility, accelerate decision-making, and reduce downtime ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
Oracle is on its way to becoming the best cloud for AI and high-performance computing. Oracle multicloud is cutting networking complexity and reducing data transfer latency. OpenAI will need to raise ...
China-based AI lab DeepSeek announced it released AI models (including R1) that took two months to build using less-powerful Nvidia Corp (NASDAQ:NVDA) H800 chips, costing far less to build than LLMs ...
The remarkable artificial intelligence breakthrough from Chinese AI lab DeepSeek has wide-ranging implications for the technology sector, Bank of America said, including for Microsoft (NASDAQ:MSFT) ...
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