Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...
Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...
Compared to its prior-gen A2 instances, which are based on Ampere's older AmpereOne (non-M) chips, Oracle claims customers ...
Shares in Larry Ellison’s database company fell as much as 16 per cent on Thursday, before trimming its losses to close down ...
As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...
Oracle said its backlog increased by $68 billion in the quarter ended Nov. 30, driven by commitments from Meta and Nvidia, ...
Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
Larry Ellison’s company is investing billions to supply huge amounts of computing power to AI groups such as OpenAI ...
Oracle raised its forecast for capital expenditure this financial year by more than 40 per cent to $50 billion. The outlay, ...
Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Enterprise software giant Oracle (NYSE:ORCL) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 14.2% ...
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