Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325 ...

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 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.

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

Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas after ​negotiations ...