The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and ...

March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas ...

Oracle on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...