Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
Hyperscale datacenter operators nearly tripled their spending on infrastructure over the past three years in response to the ...
Oracle stock faces a 42% drop post-OpenAI deal amid capex surge and leverage risks. Read the latest analysis on the stock ...
Oracle Corp (NYSE: ORCL) is supercharging its Abu Dhabi cloud region with the Middle East's first Nvidia Corp (NASDAQ: NVDA)-powered Oracle Cloud Infrastructure (OCI) Supercluster. Oracle is expanding ...
Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Oracle CloudWorld 2025 is scheduled for October 13–16, 2025, at The Venetian Conference and Expo Center in Las Vegas. The event offers a platform for professionals to explore Oracle's latest product ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are on track to spend hundreds of billions of dollars this year to build out artificial-intelligence infrastructure — but the real amount is even higher than headline numbers ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
Oracle Corp. is in discussions with Meta Platforms Inc. for a cloud computing deal worth about $20 billion, providing further evidence that the company has become a significant infrastructure provider ...
IN ARTIFICIAL INTELLIGENCE, billions are so 2022. Three years after ChatGPT ignited the AI boom, the business is all about trillions. The market value of Microsoft, whose Azure cloud has a glistening ...
OpenAI has struck a landmark deal with Oracle to buy $300 billion in computing power over five years, highlighting both the explosive rise of AI and the growing financial risks around it. People ...
The critique, delivered in a series of posts on X, aims to deflate the investor euphoria that sent Oracle's stock soaring this week. To build his case for caution ...
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