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.

Michael Burry, the investor famous for predicting the housing market crash and profiled in Michael Lewis’ book “The Big Short”, has criticized Nvidia’s aggressive tactics in the data center market on ...

Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...

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 ...

Oracle is reportedly planning massive layoffs involving thousands of employees as AI spending creates a cash crunch. Job cuts ...

Our flagship Abilene site remains on schedule, with 200MW already operational” - Oracle. ・Earlier, reports said its deal with OpenAI for the site’s expansion had fallen through. ・Oracle will report ...

The race to build the infrastructure powering artificial intelligence is running into an unexpected obstacle: the technology itself is evolving faster than the facilities needed to run it.

March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas ...

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 ...

As tech stocks continue their sell-off, many investors have turned their attention to Oracle (NYSE: ORCL), which has seen its ...

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.