These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...

Infrastructure leaders at Microsoft and Oracle say preventing local opposition from slowing data center growth means ...

Epoch.ai tracks the top ~17+ frontier sites via satellite. SemiAnalysis uses its Datacenter Industry Model for hyperscaler self-build/colocation forecasts. Here is a tight compilation of the most ...

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

U.S. cloud company Oracle has reduced its workforce by 21,000 people over the past year, primarily due to the adoption of ...

Amazon disclosed $2.7 billion in estimated severance costs in its latest annual report, while Intel and Oracle also reported ...

Two business groups commissioned a report recommending a series of "responsible" new regulations for data center developments ...

The country is on the road to build data centers quickly and at enormous scale. AI is a highly critical technology that will shape the future U.S. economy and its place in the world. In New Mexico, ...

An analysis of projects and local opposition highlights the growing tensions surrounding AI infrastructure in rural ...

Accenture trades at historically low valuations, with a forward P/E of 9.3 and a forward P/FCF below 8, despite its strong ...

Former Commerce Secretary Gina Raimondo and Eric Holcomb, Indiana’s former Republican governor, are leading a new effort to ...