Unlike previous tech waves, like cloud or mobile, AI doesn’t flatten costs over time In the old software model, you paid upfront and scaled for free; today every additional user, query or transaction ...

CoreWeave noted in its IPO prospectus that the lockup period extends until either the close of trading on the second day after the company reports its second quarter of earnings as a public company or ...

There are definitely easier businesses to be in than operating a neocloud. For one thing, the makers of AI accelerators, ...

Oracle has a new top bull on Wall Street. Jefferies raised its price target for the cloud computing giant’s stock to $270 from $220, the most bullish target among firms tracked by Visible Alpha.

Gil Luria, an analyst at DA Davidson, noted that the collaboration represents a strategic deal for Oracle Corporation ...

CoreWeave CEO explains what differentiates CRWV from Oracle in AI infrastructure. CoreWeave stock is up nearly 300% versus ...

Oracle Corp. disclosed a series of major cloud-services agreements last week that some analysts said represent "a pivotal moment" in the company's transformation into a hyperscale cloud power and ...

Email me at: [email protected] The $500B Stargate Project represents a pivotal moment for both technology and ...

Jefferies raised the price target on Oracle's (ORCL) stock to $270 from $220 while maintaining its Buy rating on the shares.

New API and SDK will enable enterprises to embed research automation into business workflows, enhancing decision-making with source-traceable, AI-generated insights.

As investors know, businesses across the world have been spending billions over the last couple of years buying chipsets and ...

Coreweave is acquiring the data center infrastructure provider Core Scientific in a $9 billion all-stock transaction.