Oracle’s 638 billion dollar backlog fails to calm investors
Oracle posted record AI cloud demand, but the market focused on debt, capital spending and the cost of turning huge orders into working data centers.
Oracle posted record AI cloud demand, but the market focused on debt, capital spending and the cost of turning huge orders into working data centers.
A new attention test pushed major models into sharp accuracy drops, reminding buyers that reasoning claims still need careful benchmarks.
The partnership aims AI agents at old corporate workflows, where modernization is valuable but reliability and governance matter more than demos.
Poetic is selling deterministic AI automation for underwriting, compliance and fraud work, arguing that regulated companies need repeatable outcomes over flashy agents.
The Barcelona startup raised 73 million euros to deploy factory robots that learn on the job, with Samsung and LVMH among the strategic backers.
The acquisition adds cloud development infrastructure to Codex, tightening OpenAI’s push from coding assistant toward full software production workflows.
Prometheus is raising huge sums for engineering AI, betting that model-driven design can reshape manufacturing and complex physical products.
Coram is applying autonomous video investigation to cameras, access logs and visitor data, moving security systems from recording evidence to answering questions.
Claude Corps will place trained early-career workers inside nonprofits, blending philanthropy with a long-term distribution channel for Claude.
TensorWave is building an AI cloud entirely around AMD Instinct GPUs, testing whether customers will pay for a serious Nvidia alternative.