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IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.
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“I kind of view IBM and Oracle similar to how I viewed Microsoft in mid-2023,” Ives said, while adding that the broader AI tailwind is far from priced in.
Oracle's stock surged to a record high following the announcement of a major cloud computing agreement projected to generate ...
The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent.
An Austin tech giant is set up for a positive financial performance after scoring a deal worth tens of billions. Oracle said ...
Oracle has signed up a cloud customer to spend more than $30 billion a year from FY28. The deal, revealed in a regulatory ...
Kim provided a rich history of Edgetec as one of the top trusted IBM Gold Partners in South Africa. The company’s 25-year ...
Oracle announced a joint venture called Stargate, with OpenAI and SoftBank, to invest billions in expanding AI infrastructure ...