Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A reported push with Rackspace highlights demand for AI infrastructure, even as AMD remains in the crosshairs of bearish arguments tied to forward valuation and speculative quantum exposure.
THE APEX TIMES
THE APEX TIMES
A new market note frames Oracle and Penguin Solutions as competing in the buildout of AI-capable infrastructure, highlighting different spending profiles and pointing to momentum in AI and high-performance computing.
THE APEX TIMES
The western Massachusetts health system said it is broadening its strategic relationship with Oracle Health as it seeks to improve how information moves across care settings for patients and clinicians.
THE APEX TIMES
In a new remarks report carried by Yahoo Finance, Microsoft CEO Satya Nadella pressed for a rethink of how the industry is charting AI’s next phase, a warning that adds pressure to Big Tech’s model race and deployment plans.
THE APEX TIMES
In remarks circulated by Yahoo Finance, Debbie Weinstein linked artificial intelligence to major productivity gains globally and pointed to shifts in how people use search.
THE APEX TIMES
The company says the new safety layer for robots aims to unify AI computing with safety controls, targeting deployments where software errors can translate into real-world harm.
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At ISC in Germany, Dell said it is expanding its Dell AI Factory with NVIDIA with a new purpose-built server, the PowerEdge XE8812, aimed at demanding HPC and AI workloads.
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The server maker says its Data Center Building Block Solutions (DCBBS) reference design pairs NVIDIA’s Vera Rubin NVL4 platform with a configurable building-block approach intended to speed deployment across converged high-performance computing and AI environments.
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At Alphabet’s Q1 2026 earnings call in April, CEO Sundar Pichai said artificial intelligence has changed the company’s revenue outlook and the way products are expected to drive results, according to a market report published by Yahoo Finance.
