Samsung Boosts Displays & AI Chips
Samsung is advancing on multiple hardware fronts at once, from pushing smartwatch displays toward unprecedented brightness levels to securing major foundry contracts for custom AI silicon. These moves coincide with South Korea’s coordinated national push…
Amazon Goes Water-Positive
Amazon’s push toward water-positive data centers coincides with a wave of agentic AI tools and infrastructure upgrades that address mounting operational, regulatory, and economic pressures on cloud providers. The company’s latest disclosures reveal data…
Oracle’s AI Bet
Oracle’s AI Infrastructure Bet Faces Market Scrutiny as Earnings Loom and Government Deployments Accelerate Oracle heads into its June 10 fiscal fourth-quarter report with cloud infrastructure revenue projected to surge 90.8% year-over-year to…
Microsoft Expands AI Training
Microsoft Powers AI Across Blue-Collar Trades and White-Collar Workflows In a move that underscores the physical foundations of the AI boom, Microsoft and North America’s Building Trades Unions (NABTU) have unveiled an expanded partnership to…
Oracle’s $553B Backlog
# Oracle’s Agentic AI Offensive: From $553 Billion Backlog to Autonomous Enterprise Workflows Oracle’s fiscal third-quarter earnings revealed a staggering $553 billion in remaining performance obligations (RPO), up 325% year-over-year, fueled…