Oracle's $553B AI Backlog Says Cloud Is Cashing In
Oracle's Q3 FY2026 results show $553B in contract backlog - up 325% year-over-year - as AI infrastructure demand continues to outpace supply.
Enterprise ai
NVIDIA NemoClaw: Enterprise AI Agents Without Lock-In
NVIDIA is preparing to launch NemoClaw, an open-source enterprise AI agent platform that runs on any hardware, with a formal reveal expected at GTC 2026 on March 16.
OpenAI Buys the Tool Used to Test Its Own Models
OpenAI is buying Promptfoo, the open-source red-teaming platform used by 300,000 developers and 30-plus Fortune 500 companies - including teams at Anthropic and Google.
GPT-5.4 Review: The Computer-Use Frontier
GPT-5.4 brings native computer use, a 1M token context window, and serious coding muscle to OpenAI's mainline model - but at a premium price.
GPT-5.4 Lands with Computer Use and 1M Token Context
OpenAI ships GPT-5.4 with built-in computer use that beats human desktop performance, a 1 million token context window, and native Excel and Google Sheets integrations.
Mistral's New Playbook - Send Engineers, Not Models
Europe's most-funded AI startup is embedding engineers inside banks and consulting giants, borrowing Palantir's forward-deploy playbook to survive the frontier race.
