Alphabet’s third-quarter results put a familiar fear back in focus: Big Tech’s artificial intelligence spending could outrun the earnings and cash needed to justify it. Google’s parent spent $51.4 billion on capital investments and reported negative free cash flow of $9.1 billion. But beyond the...
Oracle and OpenAI have partnered to develop a user experience that will bring together Oracle applications, enterprise data and cloud services, and OpenAI frontier models, Oracle said in a Tuesday (Oct. 27) press release. This Oracle AI Workspace will make Oracle’s capabilities agent-ready and accessible...
There’s a new nightmare scenario in enterprise cloud computing, and it’s not an AI-driven cyberattack. It’s a vendor simply going out of business and disappearing. That’s what happened to a PBS affiliate in St. Louis, which lost 70 years of archival material, or around 50...
Microsoft shareholders sued the company Friday (June 12), alleging that it defrauded them and inflated its stock price by concealing slower growth in its Azure cloud business and a need to invest billions of dollars in artificial intelligence infrastructure, Reuters reported Monday (June 15). The...
October 29, 2026
Amazon’s third-quarter earnings brought the same concern that shadowed Alphabet’s results a day earlier: whether enormous artificial intelligence investments will deliver enough profit and cash to dispel fears of a spending bubble. Thursday’s (Oct. 29) call revolved largely around AI and Amazon Web Services, which CEO Andy Jassy said could become a trillion-dollar revenue business […]
October 28, 2026
Alphabet’s third-quarter results put a familiar fear back in focus: Big Tech’s artificial intelligence spending could outrun the earnings and cash needed to justify it. Google’s parent spent $51.4 billion...
April 28, 2026
Financial services are facing a technological reckoning. Cloud contracts are at the center of it. Ever since cloud migration first started to displace on-premises solutions for core banking architectures, banks...
June 12, 2025
The everything consumer requires an everything retailer, and that’s the pole position that retail giants Amazon and Walmart have been battling for over the past two decades. The rivalry between...
October 27, 2026
Oracle and OpenAI have partnered to develop a user experience that will bring together Oracle applications, enterprise data and cloud services, and OpenAI frontier models, Oracle said in a Tuesday (Oct. 27) press release. This Oracle AI Workspace will make Oracle’s capabilities agent-ready and accessible to ChatGPT users, according to the release. In its own […]
June 15, 2026
Microsoft shareholders sued the company Friday (June 12), alleging that it defrauded them and inflated its stock price by concealing slower growth in its Azure cloud business and a need...
May 13, 2026
Artificial intelligence accounts for a rapidly growing share of Alibaba Group’s revenue, and it will deliver a return on the substantial investment the company is making in AI infrastructure, CEO...
March 31, 2026
Oracle is cutting thousands of jobs, CNBC reported Tuesday (March 31), citing unnamed sources. The software maker, which employed 162,000 people as of May, has seen its stock price drop...
