Analysts note that it’s unconventional for technology companies to offer bonds that mature in 40 years given how quickly tech ...
OpenAI, Oracle and SoftBank on Tuesday announced plans for five new artificial intelligence data centers in the United States ...
Penciling Out OCI’s Gross Margin Impact; With the emergence of GPU-based infrastructure businesses in our large cap coverage, ...
But it doesn't come without some significant risks for investors.
Oracle's growth signals the end of experimental AI and urgent need for enterprises to secure production infrastructure now.
Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...
OpenAI CEO Sam Altman has announced that the Stargate AI data center in Texas will be joined by five more across the U.S.
Artificial intelligence (AI) is reshaping industries from healthcare to finance, powering innovations that promise unprecedented efficiency and discovery. Yet, in the spotlight of this revolution, ...
Magouyrk and Sicilia are succeeding longtime CEO Safra Catz, who is moving to the role of executive vice chair. Oracle’s ...
Oracle's overall revenue increased 12% to $14.93 billion, which missed the $15.04 billion analyst consensus by less than 1%.
The team chats about the new iPhone's potential impact on Apple's business, whether the economy is slowing, and more.
The highly profitable software giant is expected to burn cash for the next three years, but its odds of success are good.