You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Texas has become a hot spot for jumbo-sized data centers in far-flung locations that provide the heavy ...

Oracle (ORCL) has surged nearly 25% and remains ~47% below its previous highs while trading at 31.5x trailing P/E, positioning it as a deep value play with AI infrastructure expertise and Oracle Cloud ...

Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work. An initial 1.2 gigawatts of capacity has ...

Most AI development happens in large, centralized data centers, which are fitted with thousands of specialized chips called graphics processing units (GPUs). Most businesses don't have billions of ...

Employees across the US, India, Canada, and Mexico woke up on 31 March to termination emails from “Oracle Leadership” with no prior warning. TD Cowen estimates the cuts will affect 18% of Oracle’s 162 ...

Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Oracle announced a suite of agentic AI capabilities integrated directly into Oracle AI ...

As legal spend continues to rise amid increasing regulatory complexity, cross-border risk, and business pressure to do more with less, in-house counsel are being asked to deliver greater strategic ...

Oracle's quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company's non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, ...

Oracle has two magic words for investors concerned with the company's aggressive data center spending: fast and cheap. Shares of the cloud giant rose as much as 10% on Tuesday after it surpassed ...