Investment in computing infrastructure to support artificial intelligence (AI) is reshaping the cloud computing market, and ...

KeyBanc expects Oracle's cloud capex conversion rates to outperform AWS and Azure, signaling growth potential.

Oracle Corporation's rally was fueled by multiple expansion, not just earnings, as investors bet on Oracle’s unique position.

Oracle's $300 billion five-year contract with OpenAI highlights the robust demand for its large-scale GPU-centric data ...

Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...

Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI ...

As Oracle elevates Magouyrk and Sicilia to lead in tandem, the company places infrastructure and vertical AI at its core. CEOs and boards should study this playbook.

Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company’s ...

Oracle may have quietly joined the trillion-dollar club, but investors shouldn't mistake that milestone for a free pass.

The cloud infrastructure space got a jump start thanks to the surge in demand for AI. Oracle Cloud Infrastructure (OCI) recently signed a flurry of deals that could take its business to the next level ...

Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core ...