AI
"The SaaS apocalypse applies to others, but not to us," Ellison said, thanks to their pricey AI data centre bets.
Helium and shipping could further constrain semiconductor manufacturing, but AI energy worries abated overnight.
Claude is wildly outperforming GPT and Gemini in BullshitBench. Its creator thinks some vendors may be losing touch with fundamentals.
Data centre company takes on billions in funding and debt to catch up with contracted compute promises.
Researchers are looking small when it comes to agentic AI, how can enterprises take advantage?
Hardware manufacturers are shipping specialised AI chips for everyone, from data centres to consumers.