Wlodarczak argues that Alphabet is “pressing their advantages” after a much stronger‑than‑expected fourth quarter, highlighted by a fourth straight quarter of accelerating search revenue growth at +17 ...

B hyperscaler capex, grid constraints, layoffs and earnings risk for ORCL/OpenAI & Mag 7—see what it means for investors now.

Shravan Kumar Reddy Padur wins prestigious awards for revolutionizing enterprise architecture through AI-augmented infrastructure, scalable ERP modernization, and autonomous system design.

Debate over whether there is a bubble in the artificial intelligence sector is intensifying. The bond market and the stock market appear to hold different views on the sustainability of AI’s prospects ...

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

AWS CEO Matt Garman has deemed space-based data centres uneconomical due to exorbitant launch costs and insufficient rocket ...