Oracle

Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?

Oracle and Broadcom are now chasing the same AI infrastructure budget, but they are not selling the same thing. Oracle…

2 months ago

Oracle earnings preview: OCI backlog is huge, but AI capex is the real test

Oracle reports on June 10, 2026, and the easy headline is that OCI is finally getting the AI cloud respect…

2 months ago

The Pentagon Just Picked Its AI Stack

Article BriefKey Takeaways4 points24s read01The roster-The official May 6 read is eight companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon…

2 months ago