Advsr AI Spotlight Highlighting notable AI moves at the intersection of strategic operating companies and emerging startups.

Oracle (ORCL) reported Q3 FY2026 cloud infrastructure revenue of $4.89B, up 84% year over year, while remaining performance obligations surged 325% to $553B, positioning the company as a foundational ...

Oracle is introducing a comprehensive series of enhancements to Oracle AI Database to help customers achieve extreme availability and security for all database applications. “Oracle Database today ...

Buy Oracle (NYSE: ORCL). The news is a double catalyst: gen-AI upgrades to the Utilities Industry Suite (sticky, high-margin grid optimization spend tied to AI data-center load) plus a new public ...

Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work. An initial 1.2 gigawatts of capacity has ...

Norton has launched a beta version of Norton AI Agent Protection within Norton 360 providing real time control with focus on building an Agent Trust Layer With autonomous AI agents gaining more power ...

Massive AI spending is driving AI infrastructure growth, but also pushing up debt. Strong margins and a $553 billion backlog support long-term upside, but execution risks are high. The shift in ...

NEW YORK & MUNICH--(BUSINESS WIRE)--Celonis, a global leader in Process Intelligence, today announced a new phase of its long-standing collaboration with Oracle to help enterprises modernize ...

View post: Cloudflare drops eye-opening AI demand numbers after strong quarter ...

At Oracle World in Las Vegas in October, Oracle Corp. founder and CEO Larry Ellison got right to the point. “AI changes everything,” Ellison told attendees, and his company’s recent releases have ...

What just happened? Oracle is trimming tens of thousands of jobs across its global operations as part of a broader realignment toward AI infrastructure. Employees in the US and India reported ...

Oracle cuts thousands of jobs as investor concerns grow over its $500 billion AI data center push, raising questions about risk, strategy, and long-term returns. Oracle has begun cutting thousands of ...