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In today's Cloud Wars Minute, I discuss why Oracle must continue delivering innovation and financial growth while reassuring investors about its debt and Larry Ellison's leadership presence. Highlights 00:15 — On the one hand, Oracle has got this incredible momentum in its cloud and AI business, an…
In today’s Cloud Wars Minute, I analyze Microsoft’s ambitious Maia 300 rollout and how owning its own AI chips could give the company greater control over its AI infrastructure, improve efficiency, and reduce its reliance on NVIDIA. Highlights 00:10 — Microsoft has announced Maia 300, the company's…
In today’s Cloud Wars AI Minute, I break down Nscale’s rapid shift from Bitcoin mining to AI data centers and why its enormous contracted backlog raises important questions about the risks and realities of scaling AI infrastructure. Highlights 0:05 — So, one of the things that I wanted to bring up,…
In today's Cloud Wars Minute, I explore the growing security threats facing AI agents and why Microsoft is investing in protecting organizations from emerging attacks. Highlights 00:25 —  All these different breaches [are] happening in the space of agents ... because there's an opportunity her…
In today's Cloud Wars Minute, I examine how Larry Ellison, Mike Sicilia, and Clay Magouyrk are positioning Oracle for its next phase of AI-driven growth. Highlights 00:03 —We're here at Oracle AI World in Las Vegas, and really, the last couple days, were an AI innovation blitz across technologies, …
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Bob Evans, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.