Google Cloud’s lead engineer for databases discusses the challenges of integrating databases and LLMs, the tools needed to ...

The most simply-named product names can sometimes have the most surprising of origins. Behind two of the world’s most ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned ...

Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

CIQ, the founding support and services partner of Rocky Linux, is launching Service Endpoints, a new capability for its Fuzzball platform that enables Fuzzball to be a turnkey, sovereign AI ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.