U.S. tech companies increased their commitments for data center leases to over $850 billion in the first quarter of 2026, ...
The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI ...
AI data center grid reliability reached a federal tipping point with NERC’s 2026 State of Reliability report, which ...
Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...
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Oracle unveils AI-driven applications to transform supply chain management
Discover how Oracle's latest AI-driven applications are set to revolutionize supply chain management, enhancing efficiency, ...
Data center builder Crusoe Inc. is reportedly in talks to raise a $3 billion funding round. Bloomberg on Thursday cited ...
Is Q a good stock to buy? We came across a bullish thesis on Qnity Electronics, Inc. on P14 Capital’s Substack. In this ...
Is DE a good stock to buy? We came across a bullish thesis on Deere & Company on R. Dennis’s Substack by OppCost. In this ...
Evan Goldberg, executive vice-president of Oracle NetSuite, discusses the evolution of AI in SaaS ERP, countering any SaaSpocalypse narrative.
Brookfield is expanding its fuel cell partnership with Bloom Energy fivefold to US$25bn, financing power infrastructure for AI data centres worldwide ...
A series of recent hotel technology announcements is showing how quickly artificial intelligence is moving from standalone applications into the core operating systems hotels use every day. The latest ...
A security researcher armed with Anthropic's Claude says he found a bug in the ticketing system that sells passes to some of ...
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