When the AI bubble pops, Nvidia becomes the most important software company overnight

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...

Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
InfoWorldOpinion

AI’s trust tax for developers

When AI-assisted coding is 20% slower and almost half of it introduces Top 10-level threats, it’s time to make sure we're not ...