Data center capacity has become a barometer for both the health of the tech market and the risk of an A.I. bubble.

Oracle Corporation is reportedly negotiating a roughly $20 billion cloud computing agreement with Meta Platforms Inc.

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

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 ...

Discover how Oracle's cloud growth, AI focus, and competitive pricing position it to lead the AI infrastructure boom.

Karen Hao’s recent book on the company argues that its ambitions are not merely about scale or the market but the creation of ...

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

Microsoft and OpenAI have agreed to a new framework for their partnership, signing a non-binding deal that would allow the AI ...

Still, revenue is climbing fast. OpenAI hit $10 billion in annual recurring revenue in June. CNBC says that number could hit ...