Oracle said its Oracle Cloud Infrastructure business is now on track for $166 billion in revenue by the company's fiscal 2030 ...
In yet another sign of AI's staying power, Oracle Cloud Infrastructure (OCI) announced that it is picking up 50,000 AMD ...
Oracle has struggled to generate gross profit margins higher than 25% from renting out one- to two-year old Nvidia server chips to artificial intelligence developers, The Information reported Thursday ...
Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, ...
News: Oracle Cloud Infrastructure will deploy 50,000 AMD GPUs from 2026, creating a major AI supercluster to drive large-scale training and inference workloads.
During the times my connection cooperated, Zitron and I covered OpenAI's financial issues, lofty infrastructure promises, and ...
Only a tiny sliver — roughly five percent — of the 800 million people using ChatGPT are actually paying for a subscription.
News:At Oracle AI World 2025, Larry Ellison said AI will empower people, transform industries, and tackle major challenges in ...
Investment management company Vulcan Value Partners recently released its third-quarter 2025 investor letter. A copy of the ...
However, behind the excitement lies a set of risks investors shouldn't ignore. CoreWeave's growth story is impressive, yet ...
Oracle Corporation, Amazon.com Inc, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...
Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and ...