Who is Oracle's $30 Billion Mystery Customer?
Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show.
Cloudflare Pushes Back on AI 'Strip mining'
CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content.
Healthcare Companies See Many Benefits from AI
Data from Futuriom's Cloud Tracker Pro Enterprise AI Index shows the healthcare vertical substantially invested in AI, with many benefits reported.
Who Will Win from the HPE-Juniper Merger?
The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties.
HPE Bets Big on Agentic AI
HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not.
Here's What Cisco Needs to Fix
Cisco's hyping AI, but it needs to fix its core networking portfolio first.
Inside Cisco's $1 Billion AI Play
Cisco announces a $1B AI fund to get more skin in the game.
