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FY25 capex projections show Amazon at ~$105B, Meta at ~$63B, Alphabet at ~$75B, and MSFT at ~$85B—all funneling massive investments into AI data centers that reinforce the US compute cluster moat.

Rockset, the real-time analytics database built for the cloud, is launching compute-compute separation for real-time analytics, which splits streaming ingestion from low latency queries. While ...

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Oracle is aiming to make it easier for organizations to balance price and performance in their cloud environments and reduce costs with new Oracle Cloud Infrastructure (OCI) Compute E5 instances with ...