UBS’s field checks at Oracle AI World suggest corporate cloud spending has moved from hand-wringing to pragmatism: budgets are broadly stable and healthy, AI-driven GPU demand remains strong, and the three hyperscalers — Amazon (AWS), Google Cloud, and Microsoft (Azure) — are positioned to...
Chainlink’s sudden re‑entry into the crypto conversation — framed by a high‑profile analyst as this cycle’s “most obvious” large‑cap jackpot and compared rhetorically to AWS, Microsoft Azure and Google Cloud — is the kind of narrative that moves markets and sparks debate, but it also demands...
