Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts of capacity after the other two companies walked away from the site. The ...

EXCLUSIVE — The Department of War Office of the Inspector General has been urged to review a now-terminated contract with Oracle that ran hundreds of millions of dollars over budget and lasted several ...

After spending billions last year to expand its compute capacity, Oracle delivered strong third quarter earnings, highlighting significant growth in AI infrastructure revenue. “Demand for AI ...

Oracle (ORCL) has $523B RPO (up 438%), $16.06B revenue missed estimates, down 13% on earnings and 23% YTD, free cash flow -$362M. Blue Owl (OWL) down 34% YTD. Nvidia (NVDA) revenue $68.13B, up 73%.

Oracle and OpenAI are burning cash, and there are significant questions around their ability to raise commensurate funds to achieve their aims. Reports of OpenAI clarifying its spending plans are a ...

Oracle stock appears to be trading as a proxy for the market's view on OpenAI's ability to raise funds. The market needs clarity on OpenAI's funding and Oracle's ability to meet its AI spending ...

The likelihood that Nvidia NVDA-1.50%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL-2.84%decrease; red down pointing ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...

This week's Java roundup for January 19th, 2026, features news highlighting: JEP 527, Post-Quantum Hybrid Key Exchange for TLS 1.3, targeted for JDK 27; GlassFish Grizzly 5.0; the quarterly release of ...

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Fears over Oracle's AI debt load and OpenAI concentration are overblown - and they mask a massive long-term opportunity, according to Guggenheim Oracle's "bring-your-own-chip" model could lower the ...