While infrastructure ownership once indicated control, for many organizations today, it can symbolize rigidity.

OpenAI signed one of the largest cloud contracts in history with Oracle. The creator of ChatGPT is buying a huge amount of ...

The deal is one of the largest cloud contracts ever signed, reflecting how spending on AI data centers is hitting new highs ...

According to those familiar with the agreement, OpenAI and Oracle inked a $300 billion contract to buy processing power over ...

The Journal says Oracle has a much greater debt load relative to its cash holdings than Microsoft, Amazon and Meta. Its ...

Oracle is soaring as investors cheer its aggressive data-center forecast as a positive sign for AI demand.

OpenAI has struck one of the largest cloud computing deals in history with Oracle, agreeing to a contract worth about $300 ...

Since the beginning of the AI arms race, a handful of companies have been assumed winners based on their products. The market turned out to be right about this, as Nvidia (NASDAQ: NVDA), Broadcom ...

Renaissance Investment Management, an investment management company, released its Q2 2025 “Large Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here.

Oracle's overall revenue increased 12% to $14.93 billion, which missed the $15.04 billion analyst consensus by less than 1%.

Artificial intelligence research company OpenAI has signed one of the largest cloud contracts in history, committing to purchase $300 billion ...

Since 2014, national security has been defined by great-power competition with China and Russia — competition transformed by ...