In 2026, capital intensity is the name of the game at Oracle.

OpenAI signs $300 billion Oracle contract starting in 2027 to expand AI capacity Oracle shares jump over 40 percent after reporting $317 billion in future revenue Deal raises risks as OpenAI loses ...

Bloom and Oracle collaborate to deliver onsite power to Oracle AI data centers within 90 days Fuel cells will support Oracle Cloud Infrastructure’s growth strategy with clean, reliable, and ...

Source: Medium. Creative Commons license. Oracle is designing a gigawatt-scale data center that will be powered by a trio of small modular reactors (SMRs), company Chairman and Chief Technology ...

Oracle is taking a billion-dollar bet on artificial intelligence infrastructure that could transform the way the tech titans fuel their data centres. To wait years to connect to the traditional grid, ...

Big news in the artificial intelligence (AI) space over the weekend is shaking up stock prices at AI app-maker C3.ai (NYSE: AI) and small modular nuclear power plant-builder NuScale Power (NYSE: SMR) ...

TD Cowen reported over the weekend that Microsoft is trying to get out of some of its AI data center leases. Microsoft was the most active lessee of data center capacity in 2023 and the first half of ...