Nebius' Monster Microsoft Deal Fuels Further Expansion
A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.
Oracle Shocks Wall Street
Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.
How the Hyperscalers Are Moving Beyond NVIDIA
Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.
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.
Why We're Doubling Down on Futuriom
Futuriom has doubled staff in the past six months to support a wide variety of new research and services.
Will Enterprises Struggle to Soak Up the AI Boom?
AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.
