Matt Kimball, vice president and principal analyst at Moor Insights and Strategy, told VentureBeat the data layer is where production constraints surface first.

The initial wave of a massive bloodbath at Oracle has begun to show up in public filings — with 700 workers expected to lose ...

Oracle's strong AI ambitions are being eclipsed by increasing leverage and weak cash flow.

Oracle’s layoffs are what happens when AI meets corporate make-work, but what happens to the people cut loose?

Oracle laid off 30,000 works by email at 6 AM. The same quarter, it posted record revenue and a $553 billion backlog.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

SAN FRANCISCO, March 23 : Oracle is revamping its cloud-based financial software used by large companies to work with artificial intelligence agents, with a goal of having humans ask the system ...

Nutanix is positioning itself as a full stack, multi‑tenant platform provider, extending from infrastructure to cloud ...

Nutanix is positioning itself as a full stack, multi-tenant platform provider, extending from infrastructure to cloud ...

Oracle is making a bold push to lock in massive AI demand.