Opinion: Oracle Lord High Muckety Muck, Larry Ellison, recently proclaimed, with the release of Oracle's second-generation Infrastructure-as-a-Service (IaaS) datacenters, "Amazon's lead is over." ...

For most of its life, Oracle $ORCL has sold software and swagger. This week’s earnings changed the register. On the call, the company pointed to a contract book ...

Wall Street has viewed Oracle Corporation (NYSE: ORCL) with a volatile mix of optimism and anxiety in recent weeks. The company’s aggressive spending on AI data centers has spooked some debt investors ...

Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work. An initial 1.2 gigawatts of capacity has ...

Looking to capitalize on IBM’s tepid commitment to its hardware business, the CEOs of Oracle and Intel unveiled a program Sunday evening aimed at converting IBM Power System customers to Oracle ...

In a report over the weekend, analysts from TD Cowen noted that Microsoft (MSFT +0.11%), an early investor in AI and in OpenAI in particular, has recently canceled "a couple of hundred MWs" worth of ...