Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...
A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...
Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Oracle has sold off since its post-earnings surge. The tech giant’s cloud growth depends on a handful of key customers. Oracle is taking on debt and undercutting the competition on pricing. Oracle ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
Today’s AI-first environment is pushing traditional enterprise data architectures to a breaking point. Organizations store critical business information across fragmented systems, with data warehouses ...
Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow. In 30 days during the current quarter, ...
Oracle Corp. today announced the general availability of Oracle AI Database 26ai and Oracle Autonomous AI Lakehouse, both aimed at supporting artificial intelligence training and inference across ...
The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...
Oracle has fixed a zero-day vulnerability in one of its flagship business software products that a hacking group is currently abusing to steal personal information about corporate executives. In a ...
Oracle is set to transform into a top-tier cloud infrastructure player after securing a $300 billion, five-year deal with OpenAI. The "Stargate" project will see ORCL deliver massive AI data center ...