Nvidia BlueField-4 STX adds a context memory layer to storage to close the agentic AI throughput gap

Nvidia's BlueField-4 STX reference architecture inserts a dedicated context memory layer between GPUs and traditional storage ...
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Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin ...

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.