Companies
Oracle research hub covering institutional report mentions, AI summaries, related topics and market context.
Citi attended Amazon's AWS NYC Summit and spoke with over 10 customers and partners, observing that AWS is doubling down on its agentic AI strategy to shift…
Goldman Sachs updates its European datacenter pipeline estimate to approximately 480 GW, equivalent to 1.5x current European power demand, up from 170 GW in…
UBS presents a bullish case for cloud infrastructure hyperscalers, highlighting that combined revenues of AWS, Azure, and Google Cloud hit $84.8B in 1Q26 with…