Kolanovic flags five emerging cracks at Nvidiacustomers designing bespoke chips, rising Mellanox competition, software layers ...

With a market cap of $392 billion, Oracle Corporation (ORCL) offers products and services that address enterprise information ...

Analyst Eric Luebchow points out that even after shelving over 2 GW of projects, Microsoft still has more than 5 GW of ...

With Microsoft (NASDAQ:MSFT) slowing or pausing some of its data center investments, the narrative has turned to the ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...