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.
Oracle announced new DISA Impact Lvl. 5 and FedRAMP high certification for OCI Gen AI and Exadata Cloud@Customer in U.S. public sector.
As the cloud giant spends billions on the AI race, it reassures investors that it is still "very good" at doing things on the cheap.
Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports ...
Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial ...
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 Corp. and OpenAI have scrapped plans to expand their flagship Stargate artificial intelligence data center in Texas, ending what had been one of the most ambitious infrastructure partnerships ...
Oracle says its Abilene AI campus is progressing on schedule.
MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI ...
Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...