Robots have left the pilot corner. They now haul totes, lift pallets, and pace beside pickers across full distribution centers. Software—not hardware—decides whether that investment pays off.
The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.
The race to build an AI ecosystem has propelled massive investments and brought the most unlikely players to the table. Oracle, the legacy enterprise software company launched in 1977 by co-founder ...
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