Oracle is heading into earnings under pressure, with a $100 billion capital spending outlook and heightened investor scrutiny ...

AMD claims the per-rack performance of its new chips could be more than three times higher than Vera's. This just gets me ...

AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a ...

Oracle's cloud growth, AI spending, valuation debate, quarterly performance, and business outlook after a fresh target revision.

It's all about what you're comparing, and AMD's claims are no different than NVIDIA's, because workloads matter.

Record Remaining Performance Obligations grew $85 billion in Q4 from $553 billion to $638 billion; Record Q4 Earnings per ...