MDB and ORCL are racing to dominate AI-driven data infrastructure, each leveraging distinct architectures and cloud strategies to capture enterprise growth.

Oracle has been hit harder than Big Tech rivals in the recent sell-off of tech stocks and bonds, as its vast borrowing to ...

Heavy debts rattle investors already twitchy about runaway AI spending Oracle has taken a wallop as tech stocks and bonds ...

Historically, data center design was linear: Size the facility to meet demand forecasts and hope for the best. Power and ...

Oracle poised for 17% growth amid AI and cloud expansion. Learn why analysts rate ORCL stock a Buy and what to watch for in ...

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Shift verification effort from a single, time-consuming flat run to a more efficient, distributed, and scalable process.

The deeper current is coming from the credit market, where the AI narrative is quietly transforming. AI is no longer just about compute, grids, and valuations — it’s becoming a funding story, and ...

The AI data centre boom was never going to be financed with cash alone. The project is too big to be paid for out of pocket. JPMorgan analysts have done some sums on the back of a napkin, or possibly ...

Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash ...

Jules performs better than Gemini CLI despite using the same model, and more like Claude Code and OpenAI Codex.

“Opkey’s core mission is to empower our partners to win through innovation,” said Grae Gray, Executive VP, Strategic Innovation Partners, Opkey. “We’re thrilled to help Datavail scale their delivery, ...