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07.08.26 - 05:06
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Wistron rumored to win Oracle AI server order as new customers expand (Digitimes)
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Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order from Oracle, underscoring Taiwan ODMs' growing role in AI server manufacturing as demand surges and production becomes more complex....
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06.08.26 - 18:24
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Oracle Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat das Kursziel für Oracle von 285 auf 245 US-Dollar gesenkt und die Einstufung auf "Buy" belassen. Karl Keirstead verwies in einer am Donnerstag vorliegenden Studie auf die schwache Kursentwicklung ......
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06.08.26 - 17:18
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Alphabet Is Taking on More Debt to Finance Its AI Spending. Why That’s Not Necessarily Bad News (24/7 Wall St.)
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The artificial intelligence arms race has entered a new phase. For the past two years, investors focused on which hyperscaler would spend the most on AI infrastructure. Now the more important question is how those investments will be financed. Capital spending plans from Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and Oracle (NASDAQ:ORCL) ... Alphabet Is Taking on More Debt to Finance Its AI Spending. Why That's Not Necessarily Bad News...
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05.08.26 - 16:54
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SpaceX Has Already Lost AI Race (24/7 Wall St.)
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Someone, please tell me if I'm wrong. SpaceX (NASDAQ: SPCX) said its capital expenditures were $18.4 billion in the quarter that just ended. Almost all of the spending is going toward AI. By the same token, Oracle (NASDAQ: ORCL) says it will spend a ton more. Yahoo reports, “Oracle expects capital expenditures of up to ... SpaceX Has Already Lost AI Race...
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