Donald Trump has announced the "Stargate Project." Backed by major tech companies, the project aims to boost AI infrastructure in the U.S.

Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what ...

In my just-released Oracle AI World podcast review with Brian Sommer, we discuss how Oracle is ahead of its customers on agentic AI. Perhaps this is due to Oracle's execution across the stack - but ...

Oracle has been aggressively expanding its AI and cloud offerings, positioning itself as a critical infrastructure provider for generative AI workloads. Project Stargate validates that strategy, ...

This week US President Donald Trump announced a joint venture between OpenAI, Japanese conglomerate SoftBank Group, and Abu Dhabi's AI-focused sovereign wealth fund MGX, to put as much as $500 billion ...

We project Oracle's revenue growth across its various segments based on our previous analysis, incorporating the contribution from the Stargate initiative. Specifically, we adjusted the Cloud ...

Oracle’s aggressive push to reinvent itself as an artificial intelligence heavyweight has collided with market reality, ...

Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...