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Oracle eases AI spending worries with plan to turn cash flow positive: Oracle said on Wednesday it expects capital spending to peak this fiscal year and next as ...
reuters.com/business/oracle-expects-turn-cash-flow-positive-second-half-fiscal-2028-2026-10-28/
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Tencent signed a $7 billion deal to lease 100,000 AI chips from Oracle: The Chinese tech giant agreed to a five-year lease across multiple Oracle data centers in ...
qz.com/tencent-oracle-ai-chips-lease-deal-100126
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HPE is boosting its networking growth forecast after landing a $1.2 billion AI rack order
qz.com/hpe-networking-growth-outlook-vultr-ai-rack-order-100126
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Examining China's AI Financing: We examine how China’s AI firms finance their operations and evaluate their scope and sustainability ...
rhg.com/research/examining-chinas-ai-financing/
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