Oracle just told investors its AI buildout is getting even more expensive, raising its 2026 capital expenditure forecast by a whopping $15 billion. The news sent shares tumbling over 11%, even as the company reported strong cloud growth and a backlog swollen by commitments from Meta and Nvidia.
Microsoft is finally giving Mac users a native screen sharing experience in Teams. The feature taps directly into Apple’s system, but it’s currently in preview and lacks remote control.
Oracle reports earnings Wednesday amid a massive stock sell-off. The company faces questions about its huge AI deals and debt levels, even as analysts see potential for a rebound.
AI infrastructure giant CoreWeave is proposing a new $2 billion convertible notes offering. This comes as the company’s interest payments have tripled and it plans to spend up to $14 billion this year alone, highlighting the massive capital burn behind the AI boom.
Microsoft is making its largest Asian investment ever, pledging $17.5 billion for India’s AI and cloud infrastructure. The move heats up the battle with Google and Amazon in a critical growth market. But significant infrastructure challenges remain.
KKR is making a major investment in a portion of Compass Datacenters’ operating facilities. The deal, reportedly worth several billion dollars, will help fund Compass’s aggressive development pipeline across the US, Europe, and Israel.
Enterprise AI company Glean has hit $200 million in annual recurring revenue, CEO Arvind Jain revealed exclusively to Fortune. This marks a doubling from $100 million just nine months ago. The company, last valued at $7.2 billion, is capitalizing on the urgent corporate demand for secure, internal A
More than 250 environmental organizations have sent a letter to Congress demanding a halt to new data center projects. They cite runaway energy consumption, water shortages, and soaring electricity bills for nearby residents as key reasons for the moratorium.
Cloudflare’s CEO is taking direct aim at Google, accusing it of using its search monopoly to force websites into allowing AI data scraping. The company says it blocked a staggering 416 billion unwanted AI bot requests in just five months. The fight is over who controls the future of the web.
HPE reported Q4 2025 revenue of $9.7 billion, up 14% year-over-year, but its core server and hybrid cloud businesses declined. CEO Antonio Neri says the future is in networking and AI, fueled by the Juniper acquisition.
