Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Nvidia has abandoned its plan to compete directly with Amazon Web Services—the cloud market leader commanding roughly 30% ...

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...

In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with ...

Oracle ( ORCL +0.88%) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

In 2023, the Saudi government enacted the "Cloud Computing Regulatory Framework," setting foundational guidelines for data protection, privacy, and security in cloud services to bolster trust and ...

Digital sovereignty has gained new urgency amid rising geopolitical tensions, with some European IT leaders reconsidering ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to examining its balance sheet.

Fortunately, musicians have an ally. PRS for Music is a professional services organization that protects the rights of music creators, and its CIO, Mark Krajewski, spoke to diginomica about the ...

While there are a lot of different file system and object storage options available for HPC and AI customers, many AI ...