Last year, Oracle had deals going with a number of different cross-device players, including Drawbridge, pre-Telenor Tapad and Crosswise. In April, Oracle decided to make one of those companies its own, snapping up Crosswise for its data cloud for a ...

Oracle Corp. dropped a bombshell today with the news that it has put aside its longstanding differences with Amazon Web Services Inc., forming a “strategic partnership” with its former enemy to bring its Autonomous Database offering to the world’s ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More The Oracle database has long been one of the most widely deployed technologies in the enterprise, but that doesn’t mean ...

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

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along with OpenAI's recent funding announcement, “should alleviate near-term funding concerns and provide more clarity as it relates to Oracle’s ability to deliver AI capacity to its key customers.”

On Tuesday, Oracle Corporation ORCL said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins.

Let’s talk about Oracle’s successful and expanding investment in cloud infrastructure. The company just celebrated its 45th anniversary, beat Wall Street’s estimated revenue in its fiscal fourth quarter, and showed its highest organic revenue growth ...

Big Red's 400MW of data center stand-up is around the same as the previous quarter, but less than Microsoft’s 1GW. The company has secured 10GW of power for its data center pipeline over the next three years. Oracle leases most of its data centers and does not generally self-build, unlike many of its hyperscale rivals.

Oracle is navigating a high-stakes transition, balancing a debt load exceeding $100 billion with an aggressive pivot to become an "AI Cloud Landlord."