NVIDIA Spectrum-6 Ethernet is the next generation of Ethernet for AI networking, built to scale Rubin-based AI factories with higher efficiency and greater resilience, and enabled by 200G SerDes ...
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Oracle: A hard pass or a hard-to-pass opportunity?
Oracle’s (NYSE: ORCL) 2025 stock price action might suggest it is a hard pass for 2026, but that would be misreading the ...
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go ...
It’scommitted to buildinghuge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company ...
Oracle's remaining performance obligations increased 438% year over year in the recent quarter. Analysts expect the company's revenue to grow at an annualized rate of 31% over the next five years. 10 ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...
Months after Oracle’s $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to doubts about its reliance on OpenAI and debt-fueled datacenter buildout, which ...
The U.S. Cybersecurity & Infrastructure Security Agency (CISA) is warning government agencies to patch an Oracle Identity Manager tracked as CVE-2025-61757 that has been exploited in attacks, ...
Abstract: Oracle bone inscriptions are the earliest mature writing system discovered in China. Oracle is usually published in the form of glyphs and pictures, and the related oracle font database ...
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