IT buyers like the operational flexibility that the public cloud provides. Capital expenditures go away. OpEx becomes predictable. Resources are available on-demand, with near-endless scalability.

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...