Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.
With backing from tech giants and a $2.5 billion valuation, Austin-based startup webAI is pioneering a radical shift: moving AI processing from massive, energy-hungry data centers directly to personal devices, promising greater efficiency, privacy, and user control.
Wall Street firms are increasingly optimistic about Datadog's (DDOG) trajectory toward 2026, with Stifel upgrading the stock to Buy and highlighting strong Q4 expectations, even as the company navigates sector-wide pricing and competitive pressures.
Oracle announces plans to raise up to $50 billion in 2026 through debt and equity to massively expand its cloud data centers, aiming to meet surging demand from AI leaders like Nvidia, OpenAI, and xAI.
Oracle Corp. plans a colossal $45-$50 billion capital raise in 2026 to expand its cloud infrastructure, aiming to meet surging demand from AI giants like OpenAI and Nvidia. The move comes as the company's aggressive data center spending pushes its free cash flow negative, a condition projected to last for years.
Box, Inc. strengthens its enterprise cloud offerings with the general release of Box Extract, an AI-driven data intelligence tool. The launch coincides with bullish analyst sentiment, including a Citi price target suggesting significant upside.
The AI-as-a-Service (AIaaS) market is witnessing significant growth, fueled by cloud innovation and corporate demand for scalable AI solutions. While data privacy remains a hurdle, the integration of generative AI and tailored platforms is accelerating adoption across industries.
As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.
As hyperscalers double down on AI, data center REITs like Equinix emerge as a stable, dividend-paying avenue for investors seeking exposure to the infrastructure backbone of the boom.
A significant reset in CareCloud's (CCLD) price target by analysts is prompting a fresh look at the healthcare IT firm's risk-reward profile. This shift reflects evolving perspectives on the company's trajectory and market position. We examine the catalysts for this change and its implications for investors.
A KKR-led group is finalizing a deal to acquire Singapore-based data centre operator STT GDC, a move that underscores the intense global competition for digital infrastructure assets as AI-driven demand surges across Asia.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
Google has agreed to a $135 million settlement to resolve a class-action lawsuit alleging unauthorized data collection by its Android operating system, pending court approval. The deal also mandates clearer user controls and disclosures.
Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
Texas Instruments (TXN) reported a 70% year-over-year surge in data center orders, prompting the company to break out the segment separately. Management forecasts the first sequential revenue growth since 2008, citing improving industrial trends and AI-related infrastructure spending.
Palantir Technologies strengthens its position in industrial digital transformation and secure AI infrastructure through a broadened partnership with South Korea's HD Hyundai and a new role in developing sovereign AI data centers across Europe, the Middle East, and Africa.
Teradyne partners with MultiLane to launch a new venture focused on testing high-speed data links critical for AI infrastructure, aiming to capture growth in a competitive and rapidly evolving market.
