Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...
NextBigFuture

Nvidia Structured Data is the Ground Truth of AI – $120 Billion Structure Data Ecosystem

Nvidia has a structured data enablement strategy. Nvidia provides libaries, software and hardware to index and search data ...

Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...
eWeek

Everything Nvidia Just Announced at GTC 2026: 7 Chips, 5 Racks, 1 Giant Bet on Agentic AI

Nvidia’s GTC 2026 reveals trillion-dollar AI demand, Vera Rubin chips, and the rise of agent-based computing reshaping ...
Analytics Insight

SQL Developer in 2026: Roles, Skills, and Career Path Explained

Overview: SQL developers manage structured databases that power payments, healthcare, retail, and cloud systems.Cloud ...
Barron's

Oracle Stock Falls After Report on AI Data-Center Funding Talks

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...
Network World

Akamai acquires Fermyon for edge computing as WebAssembly comes of age

Akamai's acquisition of Fermyon could bring more users to Wasm, which is gaining momentum as the WebAssembly System Interface (WASI) specification nears standardization. WebAssembly (commonly also ...
Seeking Alpha

Oracle: The Overlooked Moat Behind OpenAI's $300B Deal

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...