Oracle: The Overlooked Moat Behind OpenAI's $300B Deal

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure.

OpenAI Signs $38 Billion Cloud Computing Deal With Amazon

After signing agreements to use computing power from Nvidia, AMD and Oracle, OpenAI is teaming up with the world’s largest cloud computing company.

Is Oracle Just Consolidating For Next Rally?

Oracle stock could be a strong contender to capitalize on the current momentum. Why? Because it possesses strong margins, low ...
TipRanks on MSN

How Oracle’s (ORCL) Cloud Gamble Could Engulf its Entire Balance Sheet

Oracle ($ORCL) came in swinging in the cloud arena, shifting from a sleepy position among hyperscalers to suddenly trying to ...

cloud infrastructure strategy

Oracle will deploy 50,000 AMD AI chips and launch a new open lakehouse platform, signaling a major push to rival NVIDIA in the enterprise AI cloud race.

autonomous ai lakehouse

Oracle will deploy 50,000 AMD AI chips and launch a new open lakehouse platform, signaling a major push to rival NVIDIA in the enterprise AI cloud race.

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up nearly 75% of its total sales by then. Chief Executive Officer Clay Magouyrk ...
Morningstar

Oracle Unveils Next-Generation Oracle Cloud Infrastructure Zettascale10 Cluster for AI

Built on Oracle Acceleron RoCE networking architecture with NVIDIA AI infrastructure, OCI Zettascale10 will provide multi–gigawatt AI workload capacity and scale LAS VEGAS, Oct. 14, 2025 /PRNewswire/ ...
Datacenter Dynamics

SoftBank and Oracle team up on sovereign cloud in Japan

SoftBank Corp and Oracle are collaborating on a sovereign cloud offering in Japan. The SoftBank-operated offering will be dubbed "Cloud PF Type A," and based on Oracle Alloy, deployed in SoftBank's ...
The Motley Fool

3 Reasons Why Oracle's Cloud Computing Deals With Meta Platforms and OpenAI Make The "Ten Titans" Growth Stock a Top Buy Now

Oracle’s data centers are purpose-built for artificial intelligence (AI). The tech giant is winning high-value contracts across the AI landscape. Oracle is working with AWS, Microsoft Azure, and ...
Datacenter Dynamics

Oracle Cloud partners with e& enterprise for sovereign UAE OneCloud launch

Oracle Cloud has partnered with e& enterprise – the digital transformation arm of UAE telco e& (formerly Etisalat) – to deliver the next generation of OneCloud, a UAE-based sovereign hyperscale cloud ...
Yahoo Finance

Oracle Bets Big on Cloud Expansion: A Sign of Strong Upside Ahead?

Oracle ORCL is making a bold bet on cloud expansion as the foundation of its long-term growth path. In the first quarter of fiscal 2026, Oracle Cloud Infrastructure (OCI) revenues climbed 55% year ...