Business software and AI agents
Value added by software service providers could be challenged by narrowly defined and targeted AI agents - a longwinded process of AI-supported disintermediation is only starting
Data Infrastructure
Oracle shares booming – a trillion-dollar question
Vaulting to the top of the AI ecosystem, on par with the elite hyperscalers, Mr. Ellison is the perennial risk taker, the man with a plan, ready for a fight to reach new heights
Data Centers - a Revolutionary Era
With projected growth rates of at least 10% a year - and probably higher - data storage is in upheaval with infinitely more demanding infrastructure requirements and deep-pocketed Internet giants extending their dominance
Energy Policies - Hither and Yon
Pulled in many directions, here and there, access to electricity has become too critical to be left under the guidance of mere state utilities - with unpredictable outcomes as political factions take sides