hyperscaler competition

As the market for AI and cloud services enters a new phase of unprecedented competition, Oracle has thrust itself firmly into the debate about hyperscaler supremacy. In a recent statement, Clay Magouyrk, the newly appointed president of Oracle Cloud Infrastructure (OCI), asserted that Oracle is...

For years, the European technology landscape has been defined—sometimes hampered—by a dependency on American cloud giants. Now, in an era marked by shifting geopolitical winds and mounting concerns over digital sovereignty, the tides appear to be turning. French cloud provider OVHcloud has found...

As data sovereignty rapidly ascends the list of priorities for European enterprises, Microsoft’s newly announced Sovereign Cloud program represents one of the tech industry’s most consequential responses to mounting regulatory, geopolitical, and privacy pressures. With the nuances of digital...

Global cloud infrastructure spending has entered an era of unprecedented acceleration. Recent research from Canalys has revealed that spending reached an astonishing $90.9 billion in the first quarter of 2025—a 21% increase over the previous year. This surge isn’t just a reflection of broader...

A rare sell rating on Nvidia by Seaport Research Partners has ignited discussion across financial circles, challenging the prevailing narrative of unbridled optimism surrounding the company’s role in artificial intelligence. At a time when Nvidia’s stock price recently closed at $114.50, buoyed...