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Oracle CEO expects it to be bigger than AWS in 48 months as AI customers flash billions

“Oracle is by far the world's largest custodian of high-value private enterprise data”

Hock Tan: I’ll stay till 2030

VMware squeezed until the pips squeak as revenues surge

Salesforce gears up to launch Atlassian, ServiceNow rival

Salesforce may be making ITSM sexy as it plans to muscle in on ServiceNow's market share.

Hyperscalers are "handing off" product development: Ittycheria

MongoDB raises guidance after solid quarter, reports 59,900 customers.

A person walks past a bookcase but they are blurry, AI hallucinations may be getting worse data shows

New models often worse for hallucinating, OpenAI data shows.

New Intel CEO kills off $50 billion in global projects

"I do not subscribe to the belief that if you build it, they will come"

Micron hits record revenues amid “tremendous” AI demand

A “generational tech transition opportunity in front of us.”

Oracle battles with "insatiable" demand for capacity as it puts CapEx on steroids

Larry Ellison: "We recently got an order that said ‘we'll take all the capacity you have wherever it is'.

MongoDB hikes guidance after strong quarter, customer surge

"Anyone can use an ISV to run their business, but that doesn't give them a competitive advantage..."

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