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 on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

The race to build an AI ecosystem has propelled massive investments and brought the most unlikely players to the table. Oracle, the legacy enterprise software company launched in 1977 by co-founder ...

March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas ...

OpenAI and Oracle pause Abilene data center expansion as Meta eyes leasing the added 0.8GW in the Stargate Project.

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 ...

The cloud and AI specialist beat expectations and increased its guidance for next fiscal year.

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and backlog to record highs.