Deals with Meta, Nvidia and Softbank underscore concerns that Oracle is overexposed to a possible AI bubble.
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.
Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.
Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.
The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI’s other gigantic agreements.
Microsoft wants to patent a system to improve how an LLM writes code in response to requests. One step is learning to recognize good code.
When all is said and done (or if all is said and done), Oracle, Silver Lake and MGX are expected to control about 50% of the company.
Even for major AI firms, ‘you can’t do it alone.’
Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.
The goal is to allow cloud customers to get the best of both worlds when it comes to multi-cloud architecture.
Data processing can quickly gum up the works of edge AI.
Oracle’s patent highlights a key issue that AI developers are still reckoning with: Data privacy.
Salesforce’s offer beat out competitors including Cloud Software Group and Thoma Bravo, according to The Wall Street Journal.
“This is bigger than one company. This is bigger than one government.”
We’re now less than one month away from the April 5 sale-or-ban deadline the Trump administration gave TikTok.
Oracle’s tech aims to weed out and fix vulnerable bits of code in software.
With less safety regulation and more infrastructure, AI companies are ready to sprint.