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 announced new DISA Impact Lvl. 5 and FedRAMP high certification for OCI Gen AI and Exadata Cloud@Customer in U.S. public sector.

As the cloud giant spends billions on the AI race, it reassures investors that it is still "very good" at doing things on the cheap.

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 ...

Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports ...

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

MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI ...