Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...

Overview India’s cloud market is driven by a mix of global hyperscalers, IT service giants, and local data center providers, each serving different needs.There ...

Summary • Skillsoft Corp. shares fell by 12.8% in after-hours trading, closing at $6.72.• The decline is noted ahead of the ...

Live briefing shows how attackers exploit AWS identity errors, AI model masking, and Kubernetes privileges—and how teams can ...

IBM will reportedly pay $11B for the data streaming company. Lilly, Pfizer, J&J in China’s private insurance catalog. White ...

Amazon Web Services is trying to move enterprise AI from renting generic models to shaping them from the inside out. With ...

AWS has unveiled a strategic shift to autonomous "Agentic AI" with the Nova Act browser model and 3nm Trainium3 chips, aiming ...

Summary • Beamr Imaging Ltd. (BMR) shares rose 6.14% in after-hours trading to $2.42, up from $2.28.• The price surge coincided with Beamr’s participation in AWS re:Invent 2025, although no direct ...

Artificial intelligence is no longer a side project for corporate IT teams, it is becoming the core engine of how companies ...

The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.

Amazon's core businesses and expansion into high-growth markets have drawn investor attention. Goldman Sachs analyst ...

Unlock the power of AWS Lambda Managed Instances, seamlessly combining serverless functions with Amazon EC2 for optimal ...