Database giant Oracle Corp.’s stock moved up more than 7% in extended trading today after reporting financial results that surpassed analysts’ expectations and saying it ...

BY MIKE WHEATLEY - 1 WEEK AGO

Our research indicates that data platform wars have entered an entirely new phase, one where open data is no longer a marketing slogan and governance ...

BREAKING ANALYSIS BY DAVE VELLANTE AND GEORGE GILBERT - 2 WEEKS AGO

Thirty months into the generative artificial intelligence awakening, the jury is still out on how much enterprises are benefiting from investments in AI. Though the ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ERIK BRADLEY - 4 WEEKS AGO

Oracle Corp. is buying $40 billion worth of Nvidia Corp. chips to build a data center for OpenAI, the Financial Times reported today. The deal ...

BY MARIA DEUTSCHER - 4 WEEKS AGO

Dell Technologies Inc.’s founder-led business is one of the most remarkable and under-appreciated stories in tech. Dell Technologies is not particularly sexy, nor does it ...

BREAKING ANALYSIS BY DAVE VELLANTE - 1 MONTH AGO

Chipmakers Nvidia Corp. and Advanced Micro Devices Inc. said today they’ve been given the green light to ship thousands of powerful semiconductors to Saudi Arabia, ...

BY MIKE WHEATLEY - 1 MONTH AGO

Based on this quarter’s earnings reports, it’s clear to us that demand is not the constraint for hyperscale clouds. They are, however running headlong into ...

BREAKING ANALYSIS BY DAVE VELLANTE - 2 MONTHS AGO

We are in the midst of a fundamental transformation of computing architectures. We’re moving from a world where we create data, store it, retrieve it, ...

BREAKING ANALYSIS BY DAVE VELLANTE AND DAVID FLOYER - 2 MONTHS AGO

Oracle Corp. has reportedly told some customers that a hacker broke into computer systems and stole old client login credentials. The admission comes after the ...

BY DUNCAN RILEY - 3 MONTHS AGO

A new security controversy has emerged with Oracle Corp. at its center after a hacker claimed to have breached the company’s cloud infrastructure and exfiltrated ...

BY DUNCAN RILEY - 3 MONTHS AGO

Automation generally, and artificial intelligence specifically, render today’s cybersecurity stacks ineffective. Previously, stopping 99% of attacks and leaving the 1% for armed human hunters to ...

BREAKING ANALYSIS BY DAVE VELLANTE AND ZEUS KERRAVALA - 3 MONTHS AGO

Infrastructure-as-code provider Pulumi Corp. today announced four product enhancements that are designed to improve security, streamline automation and provide greater control over cloud resources. Pulumi has introduced ...

BY DUNCAN RILEY - 3 MONTHS AGO