Oracle Signs $67B in AI Infrastructure Contracts in Q4 FY2026
“In Q4, 35,000 GPUs from 59 separate customers came up for renewal, with 49% of customers renewing for 92% of those GPUs.”
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“In Q4, 35,000 GPUs from 59 separate customers came up for renewal, with 49% of customers renewing for 92% of those GPUs.”
"In an AI-powered world, real-world customers are solving creative problems."
In the span of 18 months, the company has grown to more than 1,500 employees across 18 countries and acquired 5 other companies.
"As we've unified systems and hired small AI-native customer-facing teams throughout the US, we need this work to be done in person and close to our customers."
The new plugin is expected to deliver instant security checks, safe AI skills, automated DevOps and easy tracking.
Just three months after its launch, NVIDIA’s NemoClaw powers autonomous AI engineers at Cadence, Dassault Systèmes, Siemens and Synopsys, signalling a new phase for industrial AI.
Project Glasswing gave select organizations access to Mythos. Fable 5 expands that technology to a broader market with new safeguards.
"Expanding artificial intelligence data centers consumes an enormous share of available memory chip capacity."
Approximately 75% of all new code shipped at DocuSign is now AI-assisted.
NVIDIA has acquired Kumo AI, a startup focused on foundation models for business prediction, adding another layer to its expanding enterprise AI software portfolio.
"An unsecured AI agent isn't a productivity gain, it's an open door."
"The QNX platform is deterministic, delivering the same result every time without exception."
The announcement highlights the company’s shift to an AI-first data organization, building on the launch of its AI-ready data architecture.
Lightmatter looks to deliver maximum network speed and energy efficiency to shared customers using its optical products.
The new solutions include Enterprise AI Deployments, AI Inferencing and RAG Workflows, and Edge Computing, focused on delivering proven performance, security, and unified management for AI.
Networking is growing faster than expected, integration targets are being exceeded, and HPE's long-term financial roadmap is arriving ahead of schedule.
Why Enterprise AI Still Struggles to Deliver Results
"AWS brought the recipe, but together we built the customization our consumers needed."
The company also said that ZoomMate can draw relevant context from meetings, phone, chat, and other connected collaboration platforms, including Google and Microsoft.
Token-based AI pricing broke every enterprise budget model built for it.