Software giant Oracle has a vast installed base of enterprise customers that it has agglomerated over the decades that gives it the cash flow to do many ...

The market researchers at Gartner have extended their forecast out to 2027 and dropped 2024 from the view since it is now ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...

If you want to know the state of the art in GenAI model development, you watch what the Super 8 hyperscalers and cloud builders are doing and you also ...

With the hyperscalers and the cloud builders all working on their own CPU and AI XPU designs, it is no wonder that Nvidia has been championing the neoclouds that can’t afford to try to be everything ...