
Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?
Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.
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TECHi reporting and analysis covering oracle. 13 articles, newest first.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.

The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.

China has conditionally supported the need of the United States to transfer the control over American activities of TikTok on the basis of the agreement

Tik Tok has signed a significant deal to sell its vast business units in the United States and this way, hand over operational leadership to American

The U.S stocks future went down a bit on Thursday as Wall Street started to process the Federal Reserve's rate cut that was widely expected, and the focus

The company announced Stargate UAE on Thursday, which will offer a 1GW data center cluster to Abu Dhabi. According to OpenAI, the 200MW project, which was

According to a Reuters report released on Thursday, the United States is said to be nearing the completion of an innovative agreement to export 500,000

Oracle and Google continue their legal battle as their respective CEOs issue testimony. Did Google's Android OS use code ripped off from...

Microsoft really wants more cloud Customer Relationship Management (CRM) clients and now they're willing to pay for them. Medium-sized companies with...

Most companies looked at the Mark Hurd scandal with distaste, but one company watching saw something great. After the weekend's rumors, Oracle has hired...

Oracle, a company who for the past decade seems to be known only for being relevant a decade ago is in the spotlight once again. Apparently Google's...