Oracle Bets Big on AI
Oracle’s AI Buildout Tests the Limits of Its Legacy Moat Oracle’s decision to pour tens of billions into AI data centers has transformed the company from a high-margin software stalwart into one of the most capital-intensive infrastructure players in…
Huawei Boosts Rail Coverage
Huawei’s 8T8R radio solution, now running live on Morocco’s busiest rail and highway corridors, delivers a 13 dB coverage boost and an 83 percent increase in average downlink throughput compared with legacy 2T2R sites. The deployment, executed jointly by…
Oracle Valuation Plummets
Oracle’s once-soaring valuation has collapsed even as its artificial-intelligence infrastructure business posts record growth and secures landmark government deals, exposing a widening gap between operational momentum and investor sentiment. The…
AI Buildout Accelerates
The hyperscale AI buildout is accelerating at a pace that is forcing every major technology company to confront fundamental questions about infrastructure ownership, supplier dependence, and operational resilience. Alphabet’s full-stack AI positioning…
Oracle Expands Tech Reach
Oracle’s enterprise technology strategy is advancing on multiple fronts even as the company contends with community pushback over massive data-center projects and navigates the volatility of AI-driven market sentiment. Recent product releases and…
Oracle Defies Market
Oracle’s Stock Collapse Masks Record AI Backlog and Cloud Acceleration Oracle shares have lost more than half their value since September 2025 despite posting the strongest financial results in the company’s history. Fiscal 2026 revenue reached…
Huawei Aims for 100B AI-IoT Connections
Huawei Charts Path to 100 Billion AI-IoT Connections While Expanding Global Footprint Amid Regulatory Pushback At MWC Shanghai 2026, Huawei Wireless FDD Product Line President Zeng Chuang outlined a full-stack 5G-A IoT architecture designed to support…
Nokia, AWS Boost AI Telecom
Nokia and AWS Forge Deeper Ties to Power AI-Native Telecom Operations Nokia and Amazon Web Services are expanding their partnership to run Nokia’s Autonomous Networks Fabric directly on AWS, giving telecommunications operators a path to Level 4 network…
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,…
Alibaba Spins Off Logistics REIT
Alibaba’s Logistics Pivot: REIT Spin-Off Signals Strategic Asset Unbundling Alibaba Group has secured regulatory approval to spin off a key logistics warehouse park as a real estate investment trust (REIT), marking a tactical shift in how the…