Micron Technology (MU) has flown under the radar as an AI memory leader, with data center revenue up 400% YoY. Citi‘s $175 target reflects expectations of strong DRAM/NAND pricing and sales, boosting ...

It is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. We ...

Oracle built a flat, non-oversubscribed, high-bandwidth network with RDMA (Remote Direct Memory Access) at hyperscale. OCI’s design allows significantly higher throughput and lower jitter, enabling ...

(Bloomberg/Carmen Reinicke) — Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different ...