Oracle’s aggressive expansion of its AI infrastructure capabilities is colliding with the realities of capital-intensive growth, as a record $638 billion remaining performance obligation backlog […]
Tag: Cloud Revenue
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 […]
Oracle’s AI Boom
Introduction to Oracle’s AI-Driven Growth The recent surge in Oracle’s stock, up 16% after its AI data center capex becomes a focus ahead of earnings, […]
Alibaba Undervalued
Alibaba’s Valuation Disconnect Widens as AI Spending Accelerates Alibaba Group Holding shares closed recently at $124.22, yet a two-stage discounted cash flow model places the […]
Alibaba’s AI Revenue Soars
Alibaba’s recent earnings report has sent shockwaves through the tech industry, with the company’s artificial intelligence (AI) and cloud computing segments experiencing a significant 38% […]
AI Talent Exodus
Introduction to the AI Landscape The artificial intelligence (AI) sector has witnessed significant developments in recent months, with Google Cloud being at the forefront of […]
Alphabet Tops $4.5T
In a single trading session on April 30, 2026, Alphabet’s market capitalization vaulted past $4.5 trillion, surpassing the annual GDPs of Japan and India combined […]
Google Cloud Soars
# Google Cloud’s Q1 Explosion Signals AI Supremacy Amid Compute Bottlenecks Alphabet’s Google Cloud division shattered expectations in the first quarter of 2026, posting $20.02 […]
Alibaba Unveils RISC-V Chip
Alibaba’s XuanTie C950 processor marks a pivotal leap in open-source chip design, delivering server-grade performance tailored for China’s largest AI models while sidestepping U.S. export […]
Oracle’s Cloud Push
Oracle’s Ambitious Cloud Aspirations Oracle, a legacy software company, has been undergoing a significant transformation in recent years, with a focus on cloud infrastructure and […]