September 13, 2026

Oracle's $664 billion is not what it seems

Now, let's return to that $664 billion. The word backlog can be misleading, because it sounds equivalent to guaranteed future sales. It is not. It is a strong signal of contracted demand, but the fine print matters: contract lengths, consumption schedules and cancellation terms.

September 13, 2026

The cloud does not float: it can be attacked too

The answer, in this case, is to redesign. Reuters' sources say that authorities are considering defenses against drones and missiles, electronic jamming equipment, reinforced concrete, backup power and cooling. And underground facilities as well. That matters because it changes our mental image of the cloud.

September 13, 2026

AI can now make calls: does it deserve our trust?

Agents with voice, SMS and tools are no longer the stuff of futuristic demos. The necessary technology is available, and integrations continue to advance. But the decisive question is not whether the voice sounds human. It is whether the system is honest, constrained when it needs to be and accountable for what it does.