Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle

Dell (DELL) upgraded to Buy as AI infrastructure and inference drive growth. Valuation remains attractive with FWD P/S below ...
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Oracle and Meta unveil major AI-cloud integration moves

Oracle and Meta have announced significant expansions of their cloud partnerships, deepening AI integration into enterprise operations. Oracle introduced a natural language AI database agent on Google ...
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Oracle debuts AI database agent with Google Cloud for secure data access

Oracle has expanded its partnership with Google Cloud to launch the Oracle AI Database Agent for Gemini Enterprise, enabling natural language queries on governed data without moving it. The tool aims ...