Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Oracle carries a $638 billion AI backlog but funds expansion through debt, unlike cash-rich rivals Microsoft, Amazon, and Alphabet. More than half of Oracle's backlog ties to OpenAI alone, creating ...

Applied Digital (APLD) and HIVE Digital (HIVE) both pulled back sharply despite APLD's $16 billion contracted backlog and HIVE's 158% revenue surge. Rezolve AI posted Q1 revenue of $60 million, up ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

From The Matrix to tangled wizard wars, these trilogies buried great ideas under lore, retcons, and endless explanations.

Meta Platforms is building a cloud infrastructure business called Meta Compute to sell AI computing power, challenging AWS, Azure, and Google Cloud.

While AI holds the promise of radically transforming KM, human oversight takes on intensified responsibilities for ensuring the knowledge provided is accurate, timely, and relevant as well as guarding ...

The AI boom is becoming an energy race, and companies with power, land, and grid access may be the biggest winners.

Explore the need for clear AI guidelines in higher education to enhance student skills and address academic integrity ...