A report by Dell’Oro Group noted a multi-year AI expansion cycle is projected to drive worldwide data centre capex to $1.7 trillion by 2030, driven by hyperscalers, “neo cloud” service providers and ...

The AI boom has officially reached the server rack: giants like Western Digital and Seagate have sold out of hard drive stock through 2026 ...

Historical data suggests that ORCL is particularly susceptible to abrupt and steep declines, making it a high-volatility play for investors during periods of ...

The company sees its recently announced platform as a way to manage complex, large-scale agent deployments — and compete with ...

All eyes are on Nvidia's fourth quarter results, due after the closing bell on Wednesday, as AI concerns continue to grip markets.

All eyes are on Nvidia's fourth quarter results, due after the closing bell on Wednesday, as AI concerns continue to grip markets.

Shares in Oracle, one of the world’s largest computing infrastructure companies, fell by 29.4% in the month to 13 November, as concerns over the feasibility of artificial intelligence (AI) spending ...

The department’s Evolve program has a $10B ceiling. Awards include contracts for IT management, cloud and data center ...

Dozens of hospitals have had their patient data compromised by a 2025 breach of Oracle Health’s legacy Cerner systems. Health systems continue to alert patients of the hack that occurred as early as ...