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 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 chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

Oracle launched $50 billion financing plan to fund AI data centre expansion. Oracle raised $5 billion through a convertible preferred stock offering. The financing deal was oversubscribed, signalling ...

AI can program drone flights to note conditions such as rusty steel members. Photo by Jeff yoders/ENR. October 11, 2023 Oracle unveiled details about its partnership with artificial intelligence ...