The company said RPO jumped 359% from a year earlier to $455 billion, reflecting $317 billion added from the OpenAI agreement. Oracle expects accelerating cloud revenue, led by its Oracle Cloud ...

Baron Funds, an investment management company, released its “Baron Health Care Fund” third-quarter 2025 investor letter. A ...

Amazon's $38 billion cloud deal with OpenAI marks a major endorsement for the e-commerce giant's cloud business after recent ...

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

Step 1, invest in your customers. Step 2, sell them stuff Feature In late 2025, a series of multi-billion-dollar deals in the artificial intelligence sector is causing déjà vu among industry veterans.

OpenAI has signed a seven-year, $38 billion deal with Amazon to purchase massive cloud computing capacity powered by Nvidia ...

The ClearBridge Large Cap Growth ESG Strategy underperformed its Russell 1000 Growth Index benchmark in the third quarter.

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure.

New SaaS offering deployed on Oracle Cloud Infrastructure Moves Petabyte-Scale Datasets at Speeds Up to 10X Faster Than ...

OpenAI agreed to purchase $38 billion of Amazon Web Service capacity, deploying hundreds of thousands of Nvidia GPUs.

If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with them: They’re not going away ...

AMD's data center revenue should generate $4.1 billion in Q3, up from $3.5 billion in the prior year, while the company's ...