The AI boom has produced plenty of big numbers and bold headlines—but few rival “Stargate,” the massive data center project ...

Quick Read Nvidia (NVDA) trades sideways; Oracle (ORCL) down 50%+ from highs, shed 59% peak to trough, trades below 20x ...

Last week saw software stocks and some members of the so-called Magnificent Seven group of tech names, including Microsoft Corp. (MSFT), climb, helping to offset weakness elsewhere in the market as ...

SoftBank's massive "all-in" bet on OpenAI, backed by aggressive divestments including Nvidia, is reportedly causing significant financial strain. The Japanese tech giant's shares have plummeted, its ...

Nick Pearson, CIO at Ricoh Europe, describes his job as energising. The company’s shift in business model presents challenges and significant opportunities for him to draw on previous experience at ...

A data center project reportedly triggered a "cash crunch." The post Oracle Axing Huge Number of Jobs as AI Crisis ...

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

Oracle is scheduled to report its fiscal third-quarter financial results after the market closes on Tuesday. Here is what to know. REVENUE: The software and cloud-computing company is expected to ...

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure. The move suggests ...