Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like welcome everyone to the Oracle Corporation Third Quarter Fiscal Year ...

MW expansion at the Abilene site, Oracle and OpenAI’s broader plan to build 4.5 gigawatts of AI data centre capacity remains ...

Oracle is no longer just a SaaS and database company. It is becoming a large-scale AI infrastructure provider, and that shift is already reaccelerating overall growth. The market’s biggest concern is ...

Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital expenditure plans before buying shares.

On Oracle's earnings call, CEO Clay Magouyrk named Cerebras as an important maker of artificial intelligence hardware, alongside Nvidia and AMD. Landing Oracle as a customer could be a big boon for ...

Oracle co-CEO Mike Sicilia and Chief Technology Officer and co-founder Larry Ellison dismissed concerns around a “SaaSpocalypse” of more traditional enterprise software-as-a-service vendors getting ...

As the cloud giant spends billions on the AI race, it reassures investors that it is still "very good" at doing things on the cheap.

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and backlog to record highs.

Oracle Corp. posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is turning its massive AI bookings into revenue.

Oracle on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports surrounding the expansion of the artificial intelligence data center indicated a ...

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.