According to BNP Paribas, OpenAI’s new spending plan is still positive for Microsoft and Oracle
By Vince Condarcuri Publication Date: 2026-02-23 19:47:00 According to B, OpenAI’s updated spending plan for its AI infrastructure is still…
Tag: PARIBAS
OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas
By Brandon Evans Publication Date: 2026-02-23 15:56:00 OpenAI’s AI capex plans to 2030 could lift Microsoft and Oracle, easing counterparty…
Oracle and Adobe in focus, while BNP Paribas advocates selling off enterprise software
By Chris Ciaccia Publication Date: 2026-02-10 15:42:00 BNP Paribas weighs in on Oracle and Adobe after the enterprise software sell-off,…
Microsoft's free cash flow considered 'most resilient' of hyperscalers: BNP Paribas
By Chris Ciaccia Publication Date: 2026-02-06 15:42:00 BNP Paribas says Microsoft’s free cash flow is most resilient as hyperscalers boost…
AWS, AI strength to boost Amazon's Q4 results: BNP Paribas
Amazon (AMZN) Q4 results Feb. 5: BNP expects AWS growth to beat forecasts on AI demand and advertising strength. https://seekingalpha.com/news/4540492-aws-ai-strength-to-boost-amazons-q4-results-bnp-paribas
Increased WAN usage in data centers positive for Cisco, Ciena, Nokia: BNP Paribas (CSCO:NASDAQ)
By Chris Ciaccia Publication Date: 2025-11-24 16:03:00 The increase in usage of wide area networks, or WANs, in data centers,…
Microsoft's partnership with Anthropic helps diversification push: BNP Paribas
By Ravikash Bakolia Publication Date: 2025-11-19 14:13:00 BNP Paribas said Microsoft (MSFT) has extended its diversification from OpenAI (OPENAI) through…
Nvidia focus likely to be on 2026 commentary, BNP Paribas says (NVDA:NASDAQ)
By Chris Ciaccia Publication Date: 2025-11-18 14:04:00 Please provide the article text so I can generate an SEO-friendly meta description…
BNP Paribas signs a new multi-year partnership agreement with IBM Cloud – group.bnpparibas
BNP Paribas signs a new multi-year partnership agreement with IBM Cloud group.bnpparibas Article Source https://group.bnpparibas/en/press-release/bnp-paribas-signs-a-new-multi-year-partnership-agreement-with-ibm-cloud
