The Year in Borders: In 2025, tech oligarchs redrew the lines of political power across the world We use cookies to ...

The Nemotron 3 family of open models — in Nano, Super and Ultra sizes — introduces the most efficient family of open models ...

Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model ...

Oracle (NYSE: ORCL) stock skyrocketed after the company delivered its fiscal 2026 first-quarter report in early September, but since then, it's given up all of those gains and then some. The latest ...

Further developments followed on December 9 from theFly, where Jefferies stated that OpenAI’s hiring of Denise Dresser, the ...

This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

The biggest cloud-computing deal in history had the humblest of origins: an unsolicited direct message over LinkedIn. It was sent in spring 2024 from an executive at OpenAI to sales leaders at Oracle ...

ORCL stock declined as the company faces execution risks in scaling AI and cloud capacity. Oracle denies delay.

Oracle stock fell further after Bloomberg reported that some data centers it is making for OpenAI will be pushed to 2028.

The broader AI universe has also been caught up in the worries, with circular deals and soaring valuations taking a toll on ...