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 CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

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

March 5 (Reuters) - Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a ...

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs.

Oracle (ORCL) earnings show 20% revenue growth with stable margins, strong cloud/AI backlog and upside valuation potential.

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

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.

Oracle has added selfie biometrics and liveness detection to its enterprise cloud platform to help protect against workforce ...