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, ...

Oracle ( ORCL) says its Oracle Cloud Infrastructure business is now on track for $166 billion in revenue by the company's ...

AMD's new Instinct MI450 GPUs will be onboard AMD's Helios rack systems, alongside AMD Epyc "Venice" CPUs and Pensando ...

Astera Labs stock plunged this week in an apparent reaction to an artificial intelligence (AI) deal between AMD and Oracle.

Only a tiny sliver — roughly five percent — of the 800 million people using ChatGPT are actually paying for a subscription.

During the times my connection cooperated, Zitron and I covered OpenAI's financial issues, lofty infrastructure promises, and ...

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 ...

Meta and Oracle are joining forces with NVIDIA to deploy Spectrum-X Ethernet networking, accelerating AI data center ...

Investment management company Vulcan Value Partners recently released its third-quarter 2025 investor letter. A copy of the ...

Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle.

You may be wondering how Oracle is in a position to race ahead of Nvidia toward the $10 trillion mark. But a closer look at ...