Larry Ellison briefly became the world’s richest man after Oracle shares spiked nearly 40%. But analysts warn the AI-driven surge may echo the dot-com bubble, leaving markets vulnerable if the rally falters. [...]
Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a lakehous [...]
It’s the question on everyone’s minds and lips: Are we in an AI bubble?It's the wrong question. The real question is: Which AI bubble are we in, and when will each one burst?The debate over w [...]
Following a report by NPR that said the Trump administration is working on a deal with Oracle and other investors to take over TikTok in the US, Trump has denied any talks with Oracle but says he has [...]
It’s always the same story: A new technology appears and everyone starts talking about how it’ll change everything. Then capital rushes in, companies form overnight, and valuations climb faster th [...]
OpenAI has struck a deal with Oracle to add an astounding 4.5 gigawatts of US data center capacity to power the massive workload required by its large language models. The companies haven't speci [...]
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% [...]