The AI trade will be tested as Oracle reports third-quarter earnings. Oracle announced a $50 billion financing plan last month to fund its data center buildout. The tech heavyweight's relationship ...

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...

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.

Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...

The shifting plans underscore the complexity of building out AI data centers, which are expected to cost tens of billions.

OpenAI and Oracle pause Abilene data center expansion as Meta eyes leasing the added 0.8GW in the Stargate Project.

Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas after ​negotiations ...

Vast Data expands AI Operating System with global control plane, zero-trust agent framework and deeper Nvidia integration - ...

Oracle has confirmed that financing for its Port Washington data center is on schedule. The Port Washington campus is part of a larger partnership with OpenAI to develop artificial intelligence.

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...

Oracle and OpenAI have plans to build $500 billion of data centers in a venture called Stargate. JPMorgan Chase has seen slower investor interest for $38 billion of debt tied to two Stargate sites.

Cloud giant Oracle updated its VMware offering to a bring-your-own-license (BYOL) model in line with Broadcom’s VMware Cloud Foundation (VCF) framework. The update means a customer’s VCF software used ...