Guggenheim says Oracle's AI build-out could define the next decade — if it can manage the spending and execution risks.

Oracle’s fair value estimate has held steady, slipping only marginally from $344.07 to $344.04, as analysts factor in modest shifts in risk and growth projections. The recent changes in the discount ...

OpenAI signed a $38 billion multiyear deal with Amazon to access Nvidia GPUs through AWS data centers, supporting AI model ...

Amazon's $38 billion investment in OpenAI marks a significant step in AI development, offering extensive cloud resources to ...

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

OpenAI, Oracle, and Related Digital plan a $7B data center campus in Michigan, promising thousands of jobs, DTE-backed power, and a LEED closed-loop design.

Solstice should help the US achieve complete AI dominance, supposedly delivering some 2 million TFLOPS of AI compute.

The 250-acre campus in Saline Township, Mich., is the fourth new site announced as part of a giant, $300 billion contract ...

The biggest thing on most investors’ minds right now is that Buffett Vice Chair Greg Abel is set to succeed him as CEO in ...

Amazon Web Services (AWS) and OpenAI ink new $38 billion deal to host OpenAI's new NVIDIA GB200 and GB300 AI servers to be ...

OpenAI, Oracle, and Related Digital are investing billions to construct a 1 GW data center campus in Michigan. The project is part of OpenAI's larger 10 GW Stargate expansion.

In a major expansion of its cloud partnerships, OpenAI signed a $38 billion deal with Amazon Web Services to train and run ...