ai cloud

Oracle’s sudden rise in the AI-infrastructure conversation isn’t the result of luck; it’s the product of an aggressive data-center buildout, a multicloud strategy that embeds Oracle software into rival clouds, and a string of headline-grabbing contracts that together have convinced Wall Street...

OpenAI’s announcement of a fresh, staggering funding wave — roughly $110 billion led by Amazon, NVIDIA, and SoftBank — has reverberated across the tech world, but perhaps the loudest sound in the room is a quieter one: Microsoft, OpenAI’s most consequential partner and early backer, did not...

Microsoft’s latest quarterly report landed as both a validation of its AI-first strategy and a stress test of the company’s capital-hungry execution plan: the company posted a blowout second quarter for fiscal 2026 driven by cloud and Copilot adoption, while simultaneously reporting record...