Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core national-scale compute and energy resource. This $300 billion investment ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

SALINE TWP., MI — Reports have surfaced that funding for a controversial hyperscale data center project in a rural Michigan community near Ann Arbor is up in the air. But a Big Tech giant and its ...

Dec 17 (Reuters) - Oracle said ‌talks for an equity deal to ‌support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...