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’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 ...

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 ...

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 ...

The AI boom has made infrastructure providers some of the market’s most attractive investments. While chipmakers grab most ...

Oracle and OpenAI will develop an additional 4.5 gigawatts of Stargate data center capacity in the U.S. Stargate is a joint venture between OpenAI, Oracle and Softbank that aims to invest up to $500 ...

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’s Vera CPU rollout sharpens focus on AI cloud growth, infrastructure spending, and execution risks in enterprise ...

The contracted backlog hit $553 billion in the most recent quarter, up 325% from a year earlier. A roughly $300 billion deal with OpenAI accounts for much of that backlog -- and likely much of the ...

We may receive a commission on purchases made from links. While details on budget were not shared, OpenAI says that these new data centers represent significant progress toward its promise of ...

Wedbush raised Oracle's price target to $275 on May 13. Here is Dan Ives' AI infrastructure thesis, the backlog number ...

Oracle Exadata Database Machine X8 features breakthrough hardware and software enhancements, as well as unique machine learning capabilities, according to company officials. Software changes delivered ...