hyperscalers

Oracle Loads Up on AI Infrastructure as OCI Backlog, Data Center Commitments Surge

Oracle's Q2 FY2026 financial results reveal a dramatic surge in cloud and AI offerings, with remaining performance obligations rising to $523.3 billion, total cloud revenue hitting $8 billion, and significant growth in Oracle Cloud Infrastructure and GPU revenue.

Analytics and AI

Why Hyperscalers Are Investing $67.5B in India

Microsoft and Amazon plan to invest a total of $52.5 billion in India's AI and digital infrastructure, reflecting a broader trend of significant investments from tech giants aimed at enhancing the country's digital economy and capacity to support advanced technologies.

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.

CEO Bill McDermott | ServiceNow sees “tailwind of growth” with GenAI in Q3 23 success

Analytics and AI

ServiceNow and Google Cloud Expand Partnership to Deliver AI-powered Tools to Millions of Users

ServiceNow and Google Cloud have expanded their partnership to integrate ServiceNow's platform and workflows with Google Cloud, enabling AI-driven transformation across enterprise technology, enhancing data accessibility and workflows, with new AI-powered solutions set to launch by 2025.