Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...

Donald Trump has announced the "Stargate Project." Backed by major tech companies, the project aims to boost AI infrastructure in the U.S.

And don't sweat the debt either, we've got plenty of capital at our disposal Despite Wall Street jitters and reports to the ...

This week US President Donald Trump announced a joint venture between OpenAI, Japanese conglomerate SoftBank Group, and Abu Dhabi's AI-focused sovereign wealth fund MGX, to put as much as $500 billion ...

Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what ...

Oracle has been aggressively expanding its AI and cloud offerings, positioning itself as a critical infrastructure provider for generative AI workloads. Project Stargate validates that strategy, ...

We project Oracle's revenue growth across its various segments based on our previous analysis, incorporating the contribution from the Stargate initiative. Specifically, we adjusted the Cloud ...

Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue ...

Oracle shares fell nearly 5% after a report said Blue Owl Capital stepped back from a planned $10 billion AI data center ...

Oracle shares fell 5% Wednesday morning after the Financial Times reported that data center investor Blue Owl would not participate in a $10 billion financing for one of Oracle’s artificial ...

Oracle delays some OpenAI data centre projects to 2028 due to shortages, but Abilene, Texas site remains on track with 96,000 Nvidia chips delivered.

Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...