At the OCP Global Summit 2025, Credo has introduced a system-level optical approach with the ZeroFlap optical transceivers ...

Meta to introduce switches built on NVIDIA Spectrum Ethernet for its Facebook Open Switching System platform. Oracle to build giga-scale AI supercomputers with Spectrum-X Ethernet switches. SAN JOSE, ...

Nvidia will supply Meta and Oracle with Ethernet switches to speed up their data center networks. Oracle will use the switches in its AI factories, while Meta will integrate them into its Facebook ...

Credit traders are buying protection against Oracle Corp. defaulting on its debt, a trend that Morgan Stanley sees continuing ...

Warren Buffett sold 20 million shares of his top holding in the second quarter.

Oracle Corporation (NYSE:ORCL) is one of the. On October 20, Monness analyst Brian White maintained a “Neutral” stance on the ...

A newsletter built for market enthusiasts by market enthusiasts. Top stories, top movers, and trade ideas delivered to your inbox every weekday before and after the market closes.

Bloom Energy plans to double capacity to 2 GW by 2026, backed by strong hyperscaler demand and $100M self-funded CapEx. Read ...

Hardware Security researcher quips maybe it's time to get 'a real job' after being paid meagre $1,000 bug bounty by Apple Hardware 'There is no such thing as a good secret backdoor,' says Nvidia, ...

Long-term investors can benefit from picking stakes in core artificial intelligence (AI) infrastructure players besides ...