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Oracle Posts Strong Cloud Quarter While Carrying Massive Debt Load

Heavy borrowing to build AI infrastructure raises the risk that a drop in demand or partner failures could undermine Oracle’s rollout.

Iren Emerges as Unexpected Rival to CoreWeave in the AI Cloud Race

AWS Says Bahrain Cloud Region Is Unrecoverable After War Damage

AWS Says Bahrain Region and One UAE Zone Cannot Be Restored After Iran War Damage

Larry Ellison Cancels Plan to Sell $7.5 Billion of Oracle Stock

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

Nscale Seeks $3.5 Billion Pre‑IPO Round Backed by Nvidia and Third Point

Thinking Machines Seeks $1 Billion at $40 Billion Valuation

Saudi State‑Backed HUMAIN Brings First Large‑Scale AI Cluster Online

OpenAI Tests Persistent Mode That Lets Codex Run Until 'Put to Sleep'

OpenAI Adds Cloud Browser to ChatGPT Work to Log Into Websites for Users

Nutanix Beats Q4 Estimates and Pushes Into AI Infrastructure With AMD Backing

Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

Rezolve AI Chosen to Power Google Cloud Web3 Blockchain Indexing

Linux Foundation to Govern TRACE, an Open Standard for Hardware‑Attested AI Runtime Evidence

Anthropic Unifies Claude Memory for Chat and Cowork

Alibaba Insiders Buy Stock After HK$80 Billion AI Placement

Morgan Stanley Sees About $200 Billion in Google TPU Revenue Potential

IBM Announces Dual‑ISA Mainframe Chip That Runs z/Architecture and Arm Natively

Bloom Energy Surges on AI Data‑Center Demand but Faces an Execution Crunch