May 23, 2026 Oracle and the AI boom’s hidden debt bomb BY Francis Northwood The old adage goes that during a boom, the companies that profit most are the ones selling the picks and shovels. This January, even as consensus had largely settled around the idea that an AI bubble exists, something even Sam Altman acknowledged … Continue reading Oracle and the AI boom’s hidden debt bomb
AI is replacing tools and reshaping budgets, but it’s also expanding stacks and increasing headcount. By Constantine von Hoffman Published on April 1, 2026 Forty-two percent of marketers say their budgets increased because of AI, and a third say it is also driving a significant rise in headcount, according to a new survey … Continue reading The real impact of AI on budgets, stacks and teams
