There was an article on the Information about OpenAI spending about $450 billion over the next five years on compute.
Oracle (ORCL) received a Sell rating from Rothschild & Co Redburn as the research firm initiated coverage on the enterprise ...
Stargate, a massive $500B joint venture between Microsoft-backed (MSFT) OpenAI, Oracle (ORCL) and SoftBank Group (SFTBY)(SFTBF), revealed the inner workings of its first large-scale data center, ...
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Top Research Reports for Broadcom, Oracle & Cisco Systems

Wednesday, September 24, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including ...
Surging interest in artificial intelligence (AI) and cloud computing has pushed technology stocks sharply higher this year.
Archer Aviation and Soracle have expanded their partnership with a new plan to launch air taxi services in Osaka Prefecture ...
The two new CEOs, Clay Magouyrk and Mike Sicilia, bring decades of experience across AI, cloud infrastructure, ...
With potential fines exceeding $3.7 billion, SAP’s move comes amid parallel lawsuits in the US and Germany, and growing ...
The AI revolution, which began with the launch of ChatGPT, is now having a significant impact on multiple industries.
The ISG Buyers Guides™ for Subscription Management are the distillation of more than a year of market and product research ...
Overview Seven leading global analytics companies revolutionizing enterprise data insights.Platforms offering cloud analytics ...
A wave of massive data centers is expanding across Texas, prompting warnings from experts who say the new water demands could ...