Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius

By: Craig Matsumoto

September 10, 2025

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Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver

By: Mary Jander

September 10, 2025

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What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while

By: Mary Jander

September 08, 2025

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Cisco Integrates VAST Data into Secure AI Factory with NVIDIA

Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI

By: Mary Jander

September 04, 2025

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Arrcus Teams with Fujitsu and 1Finity; Grabs $67M

Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions

By: R. Scott Raynovich

September 03, 2025

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Enterprise AI Profile: The Roche Group

The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment

By: Mary Jander

September 03, 2025

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NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars

By: R. Scott Raynovich

August 28, 2025

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What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today

By: R. Scott Raynovich

August 27, 2025

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Can the USA Save Intel?

The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?

By: Mary Jander

August 26, 2025

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