Oracle › Wall Street analysts are big fans of Oracle (NYSE: ORCL). Across the 43 analysts that currently cover the stock, ...

Earlier this year, OpenAI, Oracle and SoftBank announced the development of Stargate, a network of data center campuses ...

The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI ...

OpenAI and Oracle's Stargate data center in Abilene, Texas, will eventually house more than 450,000 Nvidia GB200 GPUs, Larry ...

Oracle Corporation (NYSE: ORCL) co- CEO Clay Magouyrk expressed confidence in OpenAI's ability to cover the hefty costs of ...

That's how much OpenAI, under Chief Executive Sam Altman, has signed up to pay Nvidia and Oracle in the years ahead. Its ...

Oracle’s new leadership is standing in front of a $300 billion bet that could reshape the company’s future, or crush it. The ...

KeyBanc Capital Markets has estimated that the company could require as much as $25bn per year to help it build the cloud compute infrastructure needed for its deal with OpenAI, signed earlier this ...

The new sites will boost Stargate’s planned capacity to nearly 7 gigawatts—about equal to the output of seven large nuclear ...

Oracle projects cloud infrastructure revenue to hit $166 billion by 2030, driven by diversified enterprise demand beyond its ...

By some estimates, OpenAI has this year inked $1 trillion worth of infrastructure deals. Altman says to expect even more.

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has ...