Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%
THE SO WHAT
Oracle holding its capex line while cloud revenue grows reinforces a simple point—hyperscale AI spend is now a multi-year commitment, not a quarter-to-quarter experiment. If you’re negotiating cloud or database deals, assume providers are under pressure to lock in longer, larger AI-tied contracts.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationApple Watch Series 12 vs. 11: Every upgrade, including one Apple didnt mention
Incremental spec bumps and quiet feature adds keep the Watch in a slow-burn upgrade cycle—most users will churn on carrier and trade-in incentives, not hardware leaps. If you build on Apple Watch, optimize for a long tail of mixed-generation devices rather than betting on Series 12-only capabilities.
Tech & InnovationSpaceX is inching closer to this lofty $100 billion milestone
SpaceX chasing ~$100B in revenue with a new compute-power deal shows how tightly launch, connectivity, and AI infra are converging. If you’re building in space or edge compute, assume your eventual competitors may own both the satellites and the training clusters.
Tech & InnovationJimmy Kimmel Yanks James Talarico Interview From TV Over Trump FCC Threats
A late-night host pulling an interview over perceived FCC threats underlines how regulatory risk can chill distribution long before any formal action. If your strategy assumes stable access to broadcast or major platforms, add contingency planning for politicized gatekeeping.
Tech & InnovationThis Microsoft Office 2024 lifetime license is $49.97
Deeply discounted “lifetime” Office 2024 licenses show how far vendors and resellers will bend to keep users in their document ecosystems. If you’re pushing alternative productivity suites, your wedge has to be workflow and AI leverage, not price.