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Oracle's $300B OpenAI data center deal and surging remaining performance obligations signal significant future revenue ...
Broadcom played a pivotal role in Alphabet's development of its highly touted tensor processing units (TPUs), which have ...
Following the first-quarter report, major news outlets reported that a gigantic deal with OpenAI was behind a big chunk of ...
The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI ...
For OpenAI, the agreement provides a new source of computing power after years of relying exclusively on Microsoft’s Azure ...
The recent $300 billion deal between Oracle and OpenAI has reignited fears of an unsustainable AI bubble, with experts ...
OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.
The funding covers more than half of the A.I. data centers that OpenAI plans to build in the U.S. over the next several years ...
Oracle has deservedly enjoyed an immense one-day rally post FQ1'26 earnings call, thanks to the outsized RPO growth arising ...
Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send Oracle’s stock soaring—and brought simmering fears of an ‘AI bubble’ back to the ...
Oracle has landed a $300 billion OpenAI deal, among the largest in cloud history. The agreement, reported by The Wall Street ...
Here's an eye-popping new price tag for generative AI's booming demand for energy and computing power for data centers: $300 ...