Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...

Oracle's debt is on the rise. Free cash flow is very much in the red. Oracle's leverage makes it a high-risk, high-potential-reward opportunity in AI. The tech giant reported an impressive 54% ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Oracle's stock experienced a significant drop after reporting quarterly results that missed revenue expectations, largely due to substantial spending on data centers for AI customers like OpenAI. The ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4.5% in the afternoon session after reports revealed that a critical $10 billion funding deal with Blue Owl Capital for a Michigan data ...