Reuters

AI Investment Test? SpaceX IPO Turns Orbital Data Centers into a Wall Street Bet

SpaceX's recent IPO has transformed the concept of orbital data centers into a viable public market opportunity, aiming to harness their potential for AI infrastructure while facing scrutiny over the economic feasibility and technical challenges of such an innovative approach.

Analytics and AI

Oracle’s AI Pivot Is Reshaping How It Builds Software, Staffs Teams, and Funds Growth

Oracle is transforming its operational and financial strategies by shifting focus to AI as a core element of its enterprise framework, resulting in significant layoffs while simultaneously investing heavily in infrastructure and automation to enhance product development efficiency.

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.

Analytics and AI

AWS London Summit heralds user opportunity during times of crisis

London is calling for the AWS Summit: Here’s what you need to know from this year’s conference, from Bedrock updates to the latest user wins.