Investment in computing infrastructure to support artificial intelligence (AI) is reshaping the cloud computing market, and ...
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 ...
KeyBanc expects Oracle's cloud capex conversion rates to outperform AWS and Azure, signaling growth potential.
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.
According to S&P Global Market Intelligence, Innodata stock finished the month up 103%. Surprisingly, there was no major news ...
Stargate's flagship data center campus in Abilene, Texas, is now live. Developer Crusoe said that the first two buildings on ...
Oracle Cloud Infrastructure (OCI) has launched a new OCI Dedicated Region in Oman. The second in the country, the new region ...
Bubble, you say? OpenAI will borrow billions to pay Big Red, who will borrow billions on the hope OpenAI pays it ...
This shareholder-centric strategy has delivered extraordinary results in 2025, with the stock posting a remarkable 75% ...
If AI infrastructure buildouts keep accelerating, two very different companies could ride the wave -- though both come with real risk.
OpenAI's Stargate program is rapidly expanding with five new U.S. data center sites, boosting capacity to nearly 7 GW and ...