Oracle’s massive OpenAI deal raises equally big questions
Oracle and OpenAI have reportedly struck a five-year, $300 billion cloud computing deal The deal raises questions about how OpenAI will pay but also about what exactly it’s buying, analysts said The rapidly shifting AI landscape could well derail the...
Investors to CoreWeave: Slow down!
Investors reacted poorly to CoreWeave’s first earnings report since its IPO The company posted massive revenue growth and unveiled a new $4 billion deal with OpenAI but also plans to spend a hefty sum on capex Analyst Jack Gold said...
AI just got a lot more expensive for U.S. companies
One key component seems to have escaped Trump’s new tariffs But other countries could hit back It all seems like bad news for continued cloud and AI deployments in the U.S., analysts said Buried in the fine print of President...
Google Cloud could overtake Microsoft’s No. 2 cloud position this year
Microsoft has long been the number two provider in the cloud market by revenue But a new analysis from J. Gold Associates indicates Google Cloud could be closer on Microsoft’s heels than previously thought Google Cloud’s pure cloud hosting revenue...
Analysts respond to VMware Explore with a big yawn
The biggest announcement to come out of the show was VCF 9.0, which saw VMware return to its focus on private cloud It’s not clear if VCF 9.0 will be enough to win over customers and partners upset over price...