Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Applied Digital (APLD) and HIVE Digital (HIVE) both pulled back sharply despite APLD's $16 billion contracted backlog and HIVE's 158% revenue surge. Rezolve AI posted Q1 revenue of $60 million, up ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

While acknowledging the broad corporate anxieties regarding artificial intelligence and human labour displacement ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

AI data center startup Crusoe is in advanced talks to raise approximately $3 billion in a funding round that would nearly triple its valuation to around $30 ...

The AI boom is becoming an energy race, and companies with power, land, and grid access may be the biggest winners.

Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.

Arm Holdings ARM is stepping up its ambitions in AI infrastructure with the Arm AGI CPU, a processor purpose-built for the ...

Palo Alto Networks CEO Nikesh Arora says AI could halve marketing, HR and finance teams within three years while boosting ...