Larry Ellison says Oracle will build “more cloud infrastructure data centers than all its infrastructure competitors combined ...

The last few years have seen a lot of chip investment go toward AI training, which is the process of feeding large data sets to AI models to make them smarter. Nvidia capitalized ...

Wall Street estimates MercadoLibre's earnings will increase by 36% annually through 2026. That makes the current valuation of 58 times earnings look reasonable. Wall Street has the same opinion. The ...

After an unexpected exit as Salesforce co-CEO in 2022, Bret Taylor sat down with a friend, Benchmark’s Peter Fenton, to ...

Scale AI Inc. says its founder and Chief Executive Alexandr Wang is leaving to join Meta Platforms Inc., after confirming ...

Reports revealed that AI rivals Google and OpenAI struck a deal to provide OpenAI with Google’s cloud computing services.

AMD receives positive ratings from Wall Street after Advancing AI event, with analysts reiterating Buy ratings and ...

Undeterred by export controls imposed by the Trump administration, the chipmaker has climbed up the Forbes Global 2000 ...

Oracle shares soared to record highs after reporting strong Q4 results and raising fiscal 2026 revenue guidance, driven by explosive growth in AI cloud services and enterprise demand.

Baidu's AI cloud growth can't offset declines in ads and video, while rising CAPEX and weak cash flow strain its ambitions.