The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
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What’s the best way for an individual to invest in AI? That’s what some relatives asked me over the holidays.The question is particularly relevant right now. Anthropic could go public this year, and ...
Recent market pressure on Oracle's stock stems largely from its ambitious capital expenditure plans. Following its December quarterly report, which revealed a massive backlog of $523 billion in ...
Oracle is partnering with Related Digital and DTE Energy, to construct Oracle's AI data center in Saline Township, Michigan. As the future tenant, Oracle will operate the data center once it's ...
Here are the five bubble hallmarks listed in my last column, which I will use to guide my thoughts on whether the AI complex is in a bubble: (1) explosive share price gains, (2) a compelling narrative ...
Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
OpenAI CEO Sam Altman says the company may eventually go public to raise capital, but he has little interest in being the CEO ...
Wall Street analysts are deeply divided over Oracle's trajectory, a level of disagreement rarely seen for a major technology ...
Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster ...
Rubin is expected to speed AI inference and use less AI training resources than its predecessor, Nvidia Blackwell, as tech ...
Wedbush's Dan Ives sees a $6 trillion path for the chip giant, but DA Davidson's Gil Luria warns that the "AI party" could ...