Meta reportedly plans to deploy its fourth custom AI chip by September as it looks to cut AI costs and reduce reliance on ...

From AI to cloud computing, data centers power today's digital world. Learn about their function and why companies are racing ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

Thank you, Lisa, and good afternoon, everyone. Welcome to Oracle's Fourth Quarter and Fiscal Year 2026 Earnings Conference Call. On the call today are our Chief Executive Officer, Mike Sicilia; Chief ...

Earnings call Oracle delivered record Q4 and FY26 results, with Q4 revenue up 21% YoY to $19.2B and cloud infrastructure revenue surging 93%. Management reaffirmed long-term targets and guided for ...

Part of the SD Times 100 2026 series. See the full SD Times 100 2026 list for every category and honoree. Every conversation ...

Amazon is raising at least $25bn in an eight-part bond sale, its biggest of the year, to bankroll a $200bn AI infrastructure push.

Meta's plan to sell AI compute power crashed Nvidia, AMD, and Intel. The 2026 chip stocks selloff wiped $200B and reshaped ...

The Oracle logo is displayed on the company's world headquarters April 20, 2009 in Redwood Shores, California. Justin Sullivan/Getty Images For the first time, a major technology company has said so ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Meta is developing a cloud infrastructure to sell AI computing access, competing with AWS, Azure, and Google Cloud.

Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term ...