Oracle is not an enterprise AI bellwether
Today: Wall Street dreams that Oracle could be the new face of enterprise AI will be deferred, Qualcomm hedges its Arm server chip bets, and the latest enterprise moves.
Today: A pair of security incidents show why corporate attention on magical AI solutions should wait, why CoreWeave's latest funding round shows that it probably won't, and the latest moves in enterprise tech.
Today: the bill comes due for the massive ransomware attack on UnitedHealth's financial subsidiary, the Linux Foundation wants to build an open GenAI app development platform, and the latest funding rounds in enterprise tech.