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.

The AI boom has produced plenty of big numbers and bold headlines—but few rival “Stargate,” the massive data center project ...

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 ...

Some of the cuts will be aimed at job categories that the company expects it will need less of due to AI, two of the people ...

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.

Oracle is actively promoting its AI data center progress and job creation efforts amidst significant investor concerns. The company's massive $300 billion OpenAI cloud contract, signed in September ...

Oracle (ORCL) just made a bold move that’s sending mixed signals to investors. The software giant announced a $20 billion equity distribution agreement, effectively allowing itself the flexibility to ...

Oracle faces massive job cuts, potentially 20,000-30,000, to fund its costly $300 billion OpenAI partnership. The tech giant has already spent $58 billion on data centers and is struggling with rising ...

The likelihood that Nvidia NVDA-0.55%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 0.63%increase; green up pointing ...