NVIDIA’s AI Grip Loosens
NVIDIA’s iron grip on the AI hardware market faces its first real fracture as Amazon and Google signal plans to sell custom AI chips directly to customers, potentially eroding the GPU leader’s near-monopoly. Amazon CEO Andy Jassy forecasted a…
AWS Sees 28% Growth
AWS Accelerates AI Dominance with Record Q1 Growth and Bold Infrastructure Bets Amazon Web Services (AWS) just delivered its strongest quarterly performance in over three years, posting 28% year-over-year revenue growth to $37.59 billion in Q1 2026,…
Oracle Ditches Fossil Fuels
Oracle Powers Massive AI Data Center with Fuel Cells, Signaling Sustainability Shift Amid Supply Snags and Backlog Boom In the race to fuel the explosive growth of AI infrastructure, Oracle has unveiled a landmark shift for its Project Jupiter: ditching…
Oracle Boosts Security
Oracle’s Strategic Moves: A Shift in the Tech Landscape The recent announcement of Oracle’s Critical Patch Update for April 2026 marks a significant development in the company’s ongoing efforts to enhance security and compliance across…
AWS Hit by Drone Strikes
AWS Navigates Geopolitical Storms While Accelerating AI and Blockchain Frontiers A series of drone strikes last month targeted Amazon Web Services data centers in Bahrain and the United Arab Emirates, linked to Iran amid escalating Middle East tensions.…
US Eyes AI Data Centers
In a bold move to cement U.S. dominance in artificial intelligence, the Department of Energy (DOE) has issued a Request for Information (RFI) targeting the deployment of AI data centers on federal lands, identifying 16 sites primed for rapid construction…
Bloom Energy, Oracle Partner
The recent expansion of the strategic partnership between Bloom Energy and Oracle to deploy up to 2.8 gigawatts of fuel cell systems marks a significant development in the rapid buildout of AI and cloud computing infrastructure. This move underscores the…
Oracle Buys Fuel Cells
Oracle’s AI Power Surge: Massive Fuel Cell Deal Ignites Stock Rally and Data Center Race As hyperscalers grapple with an unprecedented energy crunch fueling the AI revolution, Oracle has struck a landmark deal to procure up to 2.8 gigawatts of…
AI Stocks Soar
AI Infrastructure Bets Heat Up as Stocks Eye Double-Digit Gains Wall Street analyst John Vinh’s recent upgrade on Intel and Micron underscores a pivotal shift in the AI landscape: central processing units (CPUs) are emerging from the shadow of…
Oracle Cuts 30,000 Jobs
Oracle’s Bold Bet on AI Triggers Largest Layoff Wave in Company History In late March 2026, thousands of Oracle employees awoke to automated emails declaring their positions eliminated, capping a decade-long tenure for some in a single, impersonal…