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In the supply chain, the winners are clear: ASML Holding ( ASML -0.73%) holds a monopoly on extreme ultraviolet lithography.
Oracle's (NYSE:ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of ...
SoftBank is investing in a strategic structure centered on OpenAI and Arm to move towards artificial super intelligence.
Oracle, known for its database software, has gained traction in the market for renting out computing power and storage over ...
Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.
April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...