Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
Hewlett Packard Enterprise CFO Marie Myers said the company cut token costs 60% with its private cloud relative to what it would have spent in the public cloud. ...
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
Hewlett Packard Enterprise delivered strong fiscal third quarter results as it rides AI-based servers as well as traditional data center gear. HPE projected fiscal 2026 revenue gro...
Dell Technologies reported revenue growth of 58% in the second quarter compared to a year ago and projected fiscal 2027 revenue of $192 billion, up 69% for the year. ...
Alibaba's cloud computing business delivered revenue growth for external customers of 45% in its fiscal first quarter and provided more detail about its cloud, chip design and foun...
AI infrastructure providers are increasingly talking about applications that rely on agents and data to continually improve and drive returns. Why? Enterprises, currently the thin ...
Nebius delivered second quarter revenue growth of 454% and said it could sell all of its capacity if it wanted to. But Nebius said it is landing higher prices by reserving AI infra...
SpaceX’s second quarter featured better-than-expected results and CEO Elon Musk’s big theme was that rocket science applies to multiple markets including AI. Here's a look at a few...
The era of grown-up AI is emerging as governance, architecture and model-agnostic approaches emerge. A few vendors are striving to be the grown-ups in the AI implementation room. ...
Verizon has inked a deal worth more than $1 billion with Google to connect data centers with its dark fiber assets and is retooling its central offices to be data centers for AI in...
SAP reported better-than-expected second quarter results with earnings per share of €1.89, which was well ahead of estimates. Revenue of €9.88 billion was up 9% from a year ago and...
Google Cloud started recognizing sales of TPU system sales in the second quarter for the first time, which helps explain the 82% surge in revenue to $24.8 billion. With those early...
Google Cloud’s second quarter revenue growth accelerated 82% in the second quarter to $24.8 billion. Google Cloud delivered operating income of $8.8 billion in the second quarter....
AMD said Anthropic will deploy up to 2 gigawatts of its MI450X GPUs in Helios rack systems starting in 2027 and collaborate on using Claude to optimize workloads. AMD will also inv...
IBM said its second quarter earnings and revenue will fall short of expectations due to weaker demand for its software and infrastructure. CEO Arvind Krishna said customers shifted...
