Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...

Discover why Oracle is a top buy, fueled by AI infrastructure growth and a $455B backlog. Click here to read my most recent ...

Oracle has massive contracts with many key players in AI right now. Here's how the soon-to-be Nashville-bsaed company is fairing on a global scale.

The new sites will boost Stargate’s planned capacity to nearly 7 gigawatts—about equal to the output of seven large nuclear ...

A big new contract could push this small competitor to reach the size of the big three.

Last month, Nvidia Chief Executive Officer Jensen Huang stated that building 1 gigawatt of AI infrastructure costs $50 ...

You won't find most opportunities on those AI-infested online sites - but these tech-focused associations and user groups will help boost your network.

On Tuesday, OpenAI, Oracle, and SoftBank announced plans for five new US AI data center sites for Stargate, their joint AI ...

Artificial intelligence has taken many forms over the years and is still evolving. Will machines soon surpass human knowledge ...

Nvidia needs to recycle its cash into the AI supply chain, but will other companies struggle to spend and keep up?

This ability has led TSMC to become a critical partner to chip designers and also given it strong pricing power. It currently projects that AI chip demand will grow at a more than 40% compound annual ...

Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively ...