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    Oracle's AI Cloud Push: OCI Aims for Hyperscale Growth by 2030

    Oracle’s latest earnings and deal disclosures have done something unusual for a long‑running enterprise software vendor: they reframed the company as a potential heavyweight in AI cloud infrastructure, putting a concrete pathway on the table for Oracle Cloud Infrastructure (OCI) to move from...
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    • ai-compute capex cloud-infrastructure data-centers enterprise-cloud gpu-supply hyperscaler multicloud oci openai oracle revenue-recognition rpo stargate
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    • Forum: Windows News
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    Microsoft Builds In-House AI Compute: MAI Models, Chip Clusters, and OpenAI MOU

    Microsoft’s internal AI strategy has entered a new phase: after years of leaning on OpenAI for frontier models and privileged cloud access, the company is investing to build its own large-scale compute — including a dedicated AI chip cluster and first-party foundation models — as part of a...
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    • ai-compute ai-models bing chip-cluster copilot cost-optimization custom-silicon governance in-house-ai latency mai-1 mai-voice-1 microsoft mou multi-cloud openai product-integration windows
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    • Forum: Windows News
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