Oracle’s AI Cloud Contracts Surge: Is Revenue Visibility Rising?

Oracle ORCL is strengthening revenue visibility as surging AI cloud contracts expand its long-term revenue pipeline. In the first quarter of fiscal 2027, the company booked more than $30 billion…

Microsoft to impose time limits on Xbox cloud gaming subscribers as costs continue to climb

The Microsoft Xbox logo at the Gamescom computer gaming fair in Cologne, Germany, on Aug. 26, 2026. Krisztian Bocsi | Bloomberg | Getty Images Microsoft’s Xbox unit said Thursday that…

Meta stock soars as Zuck explores cloud business

Illustration: Maura Kearns/Axios Meta shares soared nearly 9% Wednesday on a report that the company is wading into the business of selling cloud computing services and access to AI models.…