Investment in computing infrastructure to support artificial intelligence (AI) is reshaping the cloud computing market, and ...

Oracle’s shift to AI infrastructure, major contracts, and rapid cloud growth position it for strong future growth. Read here ...

Oracle Corporation's rally was fueled by multiple expansion, not just earnings, as investors bet on Oracle’s unique position.

Bubble, you say? OpenAI will borrow billions to pay Big Red, who will borrow billions on the hope OpenAI pays it ...

Cloud computing startup Modal Labs Inc. has raised $80 million in Series B funding and achieved “unicorn” status as it ...

Oracle stock has nearly doubled this year on cloud and AI optimism, but with a stretched valuation above 57x forward earnings ...

Oracle (ORCL) has been on a solid run. Over the past six months, ORCL stock has soared 100%, making it one of the ...

In the initial years of the AI boom, comparisons to the dot-com bubble didn’t make much sense. Three years in, growing levels ...

There was an article on the Information about OpenAI spending about $450 billion over the next five years on compute.

Byron Deeter, Bessemer Venture Partners partner, said in a latest program on CNBC that he believes the notion that the AI ...

Apart from commenting on OpenAI's potential valuation, Jensen also compared OpenAI's growth to the likes of well-established ...

Oracle will likely have to borrow huge sums of money in the coming years to fulfill its agreement with OpenAI. According to estimates by KeyBanc Capital ...