Nvidia, OpenAI and Oracle
Oracle's fiscal Q2 earnings per share (EPS) rose 24% year over year to $1.10, showing the company's AI success translated ...
New analyst reports from CBRE, PwC, and Synergy Research paint a picture of an industry at an inflection point—balancing ...
Software companies like Epic and Oracle say they’re weaving AI into clinicians’ workflows to pacify client demand, keep up ...
Business Insider on MSN10d
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and would "continue to ...
It is being reported that Microsoft has recently canceled several data center leases in the U.S., prompting concerns about ...
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Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft has reportedly cancelled contracts with multiple operators representing gigawatts equal to two data centers.
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