Oracle's documents show financial challenges of renting out Nvidia's chips: report

Oracle's (NYSE:ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year or so, lower than what many equity analysts have forecast, The ...
SDxCentral

Oracle adds Nvidia L40S GPU bare metal instances to OCI

Oracle Cloud Infrastructure (OCI) has made Nvidia L40S GPU bare-metal instances available to its customers. Announced in an Nvidia blog post, the instances are available to order and have been ...
The Information

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database ...
SDxCentral

Oracle's 65,000+ GPU supercluster now generally available

An Oracle Cloud Infrastructure (OCI) Supercluster with Nvidia H200 GPUs is now generally available. The Supercluster can scale up to 65,536 Nvidia H200 GPUs, and offers up to 260 exaflops of peak FP8 ...

How AMD, Nvidia, Broadcom Can Ride Oracle’s $455B Cloud Surge

It’s no surprise that this exceptional guidance caused shares of Nvidia, Broadcom, and AMD to climb between 2% and 10%, as ...