The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
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Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...
Oracle's data centers are specifically geared for high-performance computing. The company is spending heavily to stay competitive in the AI infrastructure race, but so are most of its peers. Its ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
Oracle Corp. today announced the general availability of Oracle AI Database 26ai and Oracle Autonomous AI Lakehouse, both aimed at supporting artificial intelligence training and inference across ...
Oracle Corporation’s Q1 FY 2026 saw a 359% surge in cloud backlog in Remaining Performance Obligations, reaching $455 billion, signaling explosive demand for its AI-driven cloud infrastructure ...