AI Infrastructure

Oracle Earnings Will Test AI Infrastructure Economics Behind OCI Growth

Oracle's upcoming Q4 FY2026 earnings report on June 10 is pivotal, as investors are keen to understand how the company plans to manage the capital-intensive demands of its AI cloud expansion amidst a substantial $553 billion backlog, with expectations for revenue growth and the implications of their capital expenditures on future profitability.

Analytics and AI

AI’s Data Center Crunch Sends Compute Ambitions into Orbit

As demand for infrastructure grows due to AI, cloud and space companies are investigating orbital data centers as a solution to terrestrial constraints like land and energy shortages, with initiatives from companies like SpaceX and Google, although challenges remain regarding optimal workloads and economic viability.

Analytics and AI

AI Infrastructure Company Jentic Wants to Score the APIs AI Agents Will Depend On

Jentic has launched a free API Scoring tool that evaluates the readiness of enterprise APIs for AI integration across six dimensions, emphasizing the distinction between API validity and usability for AI agents, thereby addressing potential operational risks in enterprise systems.

Databricks and SnowflakDatabricks vs Snowflake enterprise AI data war lakehouse architecturee battle over AI and data

Analytics and AI

Databricks’ $134B Valuation Puts the Enterprise AI Data War in Focus

Databricks is signaling a pivotal shift in enterprise AI spending towards essential data platforms for effective model utilization, highlighted by its recent $7 billion funding round and competition with Snowflake to manage data for analytics and agentic AI.

Analytics and AI

Sovereign AI Gains Ground in Asia as Control, Compliance, Infrastructure Collide

Sovereign AI is gaining traction in Asia as governments, like India and Singapore, prioritize local control over AI infrastructure and data governance, prompting enterprises to adapt their systems and strategies to comply with varying regulations and infrastructure conditions across the region.

Data and Data Management

Inside the Global Data Center Investment Surge and Why It Matters for ERP Leaders

Recent massive investments in data centers by major tech companies signify a transformative buildout of global computing capacity, driven by the demands of enterprise AI, geographic strategic importance, and energy constraints, reshaping how cloud and AI services will be delivered in the future.

Analytics and AI

Oracle Beats Estimates as AI Cloud Demand Surges, Lifts 2027 Revenue Outlook to $90B

Oracle's shares surged 10% after reporting strong fiscal third-quarter results, with higher-than-expected earnings and revenue driven by cloud and AI infrastructure demand, while also raising its 2027 revenue outlook amid significant new contracts and a plan to expand its data center capacity.

Johor Bahru skyline and transport infrastructure near Singapore, a fast-growing hub for hyperscale data center development in Southeast Asia.

Analytics and AI

AI Is Redrawing Southeast Asia’s Data Center Map

AI infrastructure investment is rapidly reshaping Southeast Asia’s data center geography. As hyperscale providers expand across Singapore, Malaysia, Indonesia, and emerging markets, the region is evolving into a distributed infrastructure network that will increasingly influence cloud availability, AI compute capacity, and enterprise ERP deployments.

Analytics and AI

Understanding AI’s Growing Role in ERP, Enterprise Software

Rootstock's acquisition of Praxis Solutions highlights the need for manufacturers to prioritize business processes and outcomes in AI integration for ERP systems, as many companies struggle with digital transformation challenges.

Digital image of data over field with wind turbines.

ERP Strategy and Planning

AI’s Hidden Dependencies: How Energy, Compute, Scale Change the Cost of AI

A new Blue Shift report shows how AI’s growing energy and compute demands are driving infrastructure costs that many enterprises have not priced in. Those pressures surface most clearly inside ERP systems.

Analytics and AI

Microsoft Leans on OpenAI’s Custom Chip Designs to Accelerate In-House Silicon Strategy

Microsoft is deepening its collaboration with OpenAI by leveraging the startup's custom chip designs for its own semiconductor strategy, while addressing concerns about AI hardware depreciation, which may influence enterprise decisions on long-term cloud and AI investments.