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 ...

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

Oracle stock could be a strong contender to capitalize on the current momentum. Why? Because it possesses strong margins, low ...

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, which is partly owned by AWS’s archrival Microsoft, will gain access to computing resources including hundreds of ...

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

Interview: Nathan Thomas outlines how Oracle is advancing multicloud and AI strategy through Zettascale GPU clusters, unified ...

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

It could be a concern for enterprise CIOs as well as for creditors due to ‘profound change in the company’s capital posture.’ ...

INTU serves as Oracle's counterpart in the Application Software sector, which possesses: 1) A lower valuation (P/OpInc) in ...

The news comes less than a week after the ChatGPT developer revised the terms of its relationship with Microsoft Corp. The ...

Hyper-scalers are no longer competing on services or pricing, but on delivering the most reliable, scalable, and flexible ...