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#oracle
fromIT Pro
1 day ago
Tech industry

Oracle's huge AI spending has some investors worried

Oracle will spend $15 billion more than expected next year to expand AI-related infrastructure, impacting its and related companies' stock prices.
fromIT Pro
2 months ago
Business

Oracle leadership shake-up comes at 'the right moment' as Safra Catz makes way for co-CEOS

Safra Catz stepped down as Oracle CEO; Clay Magouyrk and Mike Silica become co-CEOs to accelerate Oracle's AI-driven cloud and industry applications strategy.
fromIT Pro
2 months ago
Business

Oracle leadership shake-up comes at 'the right moment' as Safra Catz makes way for co-CEOS

more#oracle
Artificial intelligence
fromTechCrunch
2 days ago

Disney hits Google with cease-and-desist claiming 'massive' copyright infringement | TechCrunch

Disney accuses Google of large-scale copyright infringement via AI services reproducing and commercially distributing unauthorized images and videos of Disney characters.
Artificial intelligence
fromWIRED
1 week ago

AMD CEO Lisa Su Says Concerns About an AI Bubble Are Overblown

AMD, led by Lisa Su, is aggressively expanding into AI compute, securing major OpenAI GPU deals while navigating export taxes and data-center deployment challenges.
#microsoft
fromBusiness Insider
1 month ago
Artificial intelligence

OpenAI used to prevent Microsoft pursuing AGI. Now, the software giant is free to compete, Mustafa Suleyman says.

fromFortune
1 month ago
Artificial intelligence

Microsoft, freed from its reliance on OpenAI, is now chasing 'superintelligence'-and AI chief Mustafa Suleyman wants to ensure it serves humanity | Fortune

fromBusiness Insider
1 month ago
Artificial intelligence

OpenAI used to prevent Microsoft pursuing AGI. Now, the software giant is free to compete, Mustafa Suleyman says.

fromFortune
1 month ago
Artificial intelligence

Microsoft, freed from its reliance on OpenAI, is now chasing 'superintelligence'-and AI chief Mustafa Suleyman wants to ensure it serves humanity | Fortune

more#microsoft
from24/7 Wall St.
1 month ago

Broadcom Is a Verified AI Powerhouse, but Is Risk Rising, Too?

Broadcom's $10 billion-plus agreement with OpenAI is a cornerstone of its AI strategy. Unlike the vendor-financing deals with Nvidia, Advanced Micro Devices ( ), or Oracle ( L) where equity stakes or investments grease the wheels, this is a cash-based supply contract. Broadcom will deliver 10 gigawatts of custom-designed AI accelerators - tailored for OpenAI's training and inference workloads - alongside Ethernet networking and full rack systems, starting in the second half of 2026 through 2029.
Tech industry
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