We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...
Oracle Financial Services is transforming banking with an enterprise-class suite of AI-infused applications, design tools, frameworks and pre-built AI agents. According to Oracle, with these ...
A data center development company led by former executives with Amazon Web Services (AWS) has joined with a leading investment group to launch a platform for hyperscale data centers in North America.
Alphabet, the parent of technology giant Google, has announced a definitive agreement to acquire Intersect, which provides data center and energy infrastructure solutions, for $4.75 billion in cash, ...
Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...
SALINE TWP., MI — Reports have surfaced that funding for a controversial hyperscale data center project in a rural Michigan community near Ann Arbor is up in the air. But a Big Tech giant and its ...
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
Dec 17 (Reuters) - Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations ...
Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...
Oracle shares sank on Thursday after revenue earnings missed analyst expectations. Other AI-related names like Nvidia, Micron and CoreWeave fell alongside it. Investors have questioned Oracle's AI ...
Forbes contributors publish independent expert analyses and insights. Lars Daniel covers digital evidence and forensics in life and law. Dartmouth College has confirmed that a three-day cyberattack in ...
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