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Oracle's cloud infrastructure backlog surged to $638 billion, driven by massive demand for AI data centers. While rising capital expenditures and debt pressure near-term earnings, long-term revenue a…
Amazon's AWS reaccelerated revenue growth to 37% year-over-year at a 39.4% operating margin, backed by a $496 billion backlog. However, Oracle is aggressively expanding its AI cloud footprint and und…
Oracle has derated significantly compared to hyperscalers Microsoft, Amazon, and Alphabet amid aggressive AI infrastructure capex and negative free cash flow. Despite soaring backlog to $638 billion …
Qualcomm announced a partnership with Amazon to develop multi-generation custom AI inference chips and optical-connectivity solutions for data centers. Qualcomm granted Amazon warrants for up to 25 m…
ChronoScale announced plans with Microsoft to deploy a 50 MW AI infrastructure buildout using NVIDIA GB300 systems. While offering Microsoft flexible compute capacity without heavy capital ownership,…
Oracle shares advanced ahead of its September 10 earnings, driven by optimistic analyst revisions from Morgan Stanley and market excitement surrounding OpenAI's new GPT 6 Astra model release.
Goldman Sachs warned that rapidly falling AI token prices could outpace usage growth, creating computing oversupply. With Alphabet planning up to $185 billion in 2026 capex, declining unit revenues t…
Bipartisan populist pushback from Steve Bannon, Bernie Sanders, and Alexandria Ocasio-Cortez is targeting AI data centers, citing excessive power and water usage. Although President Trump supports da…
Arista Networks continues outperforming broader markets, driven by surging hyperscaler demand for high-speed AI Ethernet networking. Following strong Q2 earnings of $3 billion and upbeat Q3 guidance,…
Big tech giants like Microsoft, Amazon, Google, and Nvidia are emerging as resilient plays in quantum computing. Microsoft leverages its Azure ecosystem and topological Majorana 2 processor, offering…
Microsoft secured a 20-year power purchase agreement with Chevron's subsidiary for a 2.67 GW Texas project starting in 2028. The deal provides reliable natural gas-backed electricity to alleviate AI …
Oracle shares fell 5.2% following a TD Cowen price target cut and legal delays on its flagship AI data center project. The S&P 500 dropped 0.7% amid escalating geopolitical tensions, surging bond yie…
Broadcom is expanding VMware VCF 9.1 to capture private enterprise AI workloads, competing against Nutanix and Microsoft. However, Microsoft Azure continues its strong momentum, surpassing $100 billi…
Oracle is cutting roughly 3,000 jobs in India, while Microsoft places hundreds of India-based staff on performance improvement plans. Both firms are reallocating capital and headcounts toward high-de…
Amazon's AWS is expanding its cloud and AI footprint in Saudi Arabia with a $5.3 billion investment slated for December launch. Despite short-term market pullbacks, analysts issued bullish price targ…
Nutanix reported strong Q4 fiscal 2026 results with record quarterly revenue of $757 million, beating guidance. The company highlighted strategic enterprise AI partnerships, including expanding suppo…
Brookfield Renewable and NextEra Energy provide stable, high-yield dividend growth insulated from oil volatility. Both utilities leverage expanding power purchase agreements with major tech hyperscal…
Data center expansion faces political and community pushback over resource usage. However, hyperscalers like Alphabet, Microsoft, and Amazon are positioned to benefit as their immense financial stren…
Data center infrastructure leaders Vertiv, Equinix, and Digital Realty raised 2026 guidance amid soaring AI demand. Massive backlogs and accelerated buildouts in power, cooling, and interconnection u…
Pinterest committed $4 billion to Amazon Web Services through 2031 to expand its AI infrastructure, visual search, and ad monetization capabilities. The multiyear deal secures long-term cloud revenue…