Tag: Cloud
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Oracle Bets Big on AI
Oracle’s aggressive pivot to AI dominance is reshaping enterprise computing, even as it grapples with the harsh economics of hyperscale infrastructure. The company’s latest announcements—spanning bulletproof database availability, agentic AI applications, and financial compliance tools—arrive against a backdrop of soaring cloud revenues, executive shakeups, and workforce cuts totaling tens of thousands. These moves underscore a…
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Nvidia Shatters AI Records
Nvidia’s Blackwell GPUs Shatter MLPerf Inference Records, Cementing AI Factory Dominance In the latest MLPerf Inference v6.0 benchmarks, systems powered by Nvidia’s Blackwell Ultra GPUs delivered the highest throughput across the widest range of models and scenarios, including new tests like the DeepSeek-R1 Interactive workload with its 5x faster minimum token rate and 1.3x shorter…
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Oracle Pursues Hypergrowth
Oracle’s Ambitious Pursuit of Hypergrowth and Innovation The tech industry is abuzz with Oracle’s latest endeavors, from expanding its Oracle Database Appliance (ODA) storage capacity to unveiling new suite services and mobile ordering capabilities. These developments not only underscore Oracle’s commitment to innovation but also highlight the company’s aggressive pursuit of hypergrowth, particularly in the…
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Oracle Defies SaaSpocalypse
Oracle’s co-founder Larry Ellison didn’t mince words during the company’s fiscal 2026 third-quarter earnings call: the much-hyped “SaaSpocalypse”—where AI coding tools from startups like Anthropic and OpenAI obliterate traditional SaaS vendors—is real, but it won’t touch Oracle. Instead, the database giant positions itself as the disruptor, leveraging AI to automate entire ecosystems in healthcare and…
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Oracle Cuts Jobs Amid AI Shift
Oracle’s AI Ambitions: A Reset in Strategy Oracle’s plans to cut thousands of jobs across multiple divisions have sparked concerns about the company’s growth story, particularly in the context of its ambitious AI data center buildout. The move to reallocate spending toward large cloud infrastructure projects for clients such as OpenAI and Meta suggests a…
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Alibaba Shares Surge
Alibaba’s shares surged more than 4% on Monday, propelled by Wall Street analysts sharply raising price targets in response to the company’s aggressive AI and cloud expansion signals. Morgan Stanley lifted its target from $165 to $200, forecasting Alibaba Cloud revenue growth accelerating to 32% in fiscal 2026 and 40% in 2027, while Jefferies jumped…