AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster ...

When it comes to artificial intelligence, Amazon.com and Oracle face plenty of skepticism from investors, whether due to their competitive positioning or their financing strategies. But that could ...

Hyperscalers like Amazon AMZN, Microsoft MSFT, Alphabet GOOGL-owned Google, Meta Platforms META and Oracle ORCL are investing hundreds of billions of dollars in new facilities across the country that ...

Bolivia’s new President Rodrigo Paz said on Tuesday that major US technology companies will soon announce investments in the landlocked South American nation. Paz said in a webcast press conference ...

In recent years, big tech companies have invested hundreds of billions of dollars in artificial intelligence infrastructure. Although capital expenditures (servers, chips, and buildings) generally ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 billion by 2030, with the largest compute buyers on the planet—OpenAI, Meta, xAI ...

As AI infrastructure demand surges, the November 2025 rebalance of the WisdomTree Artificial Intelligence and Innovation Index sharpened its focus on companies delivering real compute power, including ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...