I would like to receive updates and special offers from Dow Jones and affiliates. I can unsubscribe at any time.
A sharp pullback after a euphoric run leaves Oracle looking more balanced, with reasons to be optimistic and a few arguing ...
Oracle hosted its Financial Analyst Day and AI World event, unveiling ambitious revenue and profit targets for fiscal 2030 ...
Oracle has inked multibillion-dollar deals to develop data centers to power artificial intelligence work for customers like ...
Meta’s integration shows how open networking meets AI acceleration, while Oracle’s adoption underscores the rise of mega AI ...
Oracle confirmed Meta as a major cloud customer and announced $65 billion in new infrastructure commitments across four ...
The companies are upgrading their AI networks with NVIDIA's Spectrum-X Ethernet switches, improving scalability and ...
Oracle (ORCL) shares are extending losses on Monday as investors express concerns about the high costs and near-term ...
Oracle Corporation (NYSE: ORCL) sets aggressive long-term growth targets for its cloud and AI infrastructure, with strong ...
Oracle's heavy reliance on OpenAI poses valuation risks. Explore expert insights on market expectations and competition.
Nvidia lands hyperscalers Meta and Oracle for its Spectrum-X networking fabric and is leading an industry coalition to adopt a new 800-volt DC power standard for datacentres.
The Pioneer on MSN

Oracle’s bet, Nvidia haven

Oracle, the leader in enterprise software, is reimagining itself as an infrastructure landlord in the age of Artificial Intelligence (AI). Analysts have begun to describe the company’s approach as an ...