Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Oracle operates some of the best AI data centers in the world, but its business faces headwinds.

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle's overall revenue increased 22% year over year in the fiscal third quarter, which ended on Feb. 28, according to a ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle’s (NYSE: ORCL) stock price could be poised to experience the hottest upswing in modern tech history. The company’s fiscal Q3 2026 release not only affirmed the robust outlook and allayed ...

Oracle and OpenAI have canceled plans to expand a flagship AI data center project in Abilene, Texas, after negotiations over ...

OpenAI has struck a deal with Oracle to add an astounding 4.5 gigawatts of US data center capacity to power the massive workload required by its large language models. The companies haven't specified ...

OpenAI announced expansion of its partnership with Oracle to add 4.5 gigawatts of data center capacity, bringing the total data center capacity to over 5 GW. Early this year, OpenAI announced its ...

Applied Digital (NasdaqGS:APLD) completed a secured note offering of about US$2.15b to fund its Polaris Forge 2 AI data ...

A huge Oracle lease was validation for the years of work Jim Irwin has put into revitalizing Germantown’s riverfront — yet it ...