earnings
Shares tumble, despite executives insisting Oracle will “borrow substantially less than most people are modeling”
"“The whole multicloud or a public cloud transformation is still going on.”
CIOs feel like if they aren't doing anything in this area, they'll be viewed as laggards… but as soon as they start thinking about doing AI applications and models, the security becomes a worry
“Legislate. Litigate. License”
“How could they possibly figure out what to put in front of you and your little tiny screen?”
"Deep technical engagements across a growing set of hyperscalers, AI companies and OEM and ODM partners"
Google bumps up its yearly CapEx to $93bn as it hits record quarterly revenue
"An unmatched view of physical supply chain patterns, seasonal demand shifts and emerging trade corridors"