An unwinding could be even more painful today, as the top tech stocks account for roughly 35% of the S&P 500 Index, compared ...

Learn the secrets to cost-effective LLM deployment with Google Cloud Run. From setup to optimization, this guide has everything you need.

Oracle’s AI ambitions face profitability challenges as high Nvidia chip rental costs strain its cloud business, raising ...

Nvidia CEO Jensen Huang said Tuesday that Oracle, one of its largest customers, is going to be “wonderfully profitable” from renting out Nvidia artificial intelligence chips to cloud customers.

According to CNBC’s Jim Cramer, Jensen Huang, the CEO of Nvidia, said the company has entered its first ever direct ...

Oracle has reportedly thin AI cloud margins due to costly Nvidia chips, raising investor concerns despite its key role in the $400B+ Stargate project.

Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Read more here.

Oracle's (ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year ...

OpenAI secures trillion-dollar computing deals with NVDA, AMD, ORCL, and MSFT, reshaping the AI supply chain and emphasizing the importance of capital commitments in the industry.

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database ...

As per a Financial Times report, the combined value of these deals now stands at $1 trillion, compared to OpenAI’s valuation ...

OpenAI has signed a major deal with AMD in an effort to continue its expansion of AI infrastructure. The billion-dollar, ...