Microsoft is doubling down on the physical work of AI—ramping GPU capacity, signing multi‑billion dollar infrastructure deals, and building “AI‑first” datacenters—because analysts now expect that Azure’s revenue growth will re‑accelerate as those investments come online.
Background
Microsoft’s...
Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world.
Background
For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...
The fascinating landscape of AI computing is becoming even more intricate, especially when you consider the latest twist involving CoreWeave and OpenAI. In a deal that reads like an episode of an intricate financial thriller, OpenAI has inked a five-year, $11.9 billion contract with CoreWeave—an...