Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...

U.S. credit rating agency Moody's Ratings flagged several potential risks in Oracle Corp's $300 billion of recently signed ...

Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media ...

Oracle is reportedly negotiating a multi-year cloud computing agreement with Meta, potentially valued at $20 billion, to ...

For OpenAI, the agreement provides a new source of computing power after years of relying exclusively on Microsoft ’s Azure cloud, but WSJ says the company, which reported about $10 billion in revenue ...

OpenAI has reportedly signed a record-breaking $300 billion cloud computing contract with Oracle, set to commence in 2027.

Oracle would provide the social media giant with computing power for training and deploying AI models, the report said, adding that the total deal amount may rise and the terms could still change.

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 is reportedly negotiating a multi-year cloud computing deal with Meta worth about $20 billion, highlighting Metas push to secure greater AI computing power. According to sources cited by ...

Oracle Corporation jumps on a $300B OpenAI cloud deal, but gains may be priced in after a strong rally. Read why I rate ORCL ...