Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI landscape? A single $300 billion contract has seemingly transformed Oracle from a ...

Oracle’s Q4 earnings show cloud growth accelerating from 25% to over 40% y-o-y, with Cloud Infrastructure rising from 50% to over 70%, signaling a new wave of AI demand. Oracle Cloud Infrastructure’s ...

Oracle dominates in enterprise databases, creating high switching costs. Offering SaaS and IaaS in one, it is growing fast with a guidance of 40% YoY cloud services growth. Oracle guided for 100% ...

Oracle stock has surged this year, fueled by booming AI interest in its cloud products. Oracle Cloud Infrastructure and Oracle Cloud Applications will be the two cornerstones of Oracle’s revenue by ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...

On Sept. 10, Oracle (ORCL +0.60%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle forecasts that revenue from its Oracle Cloud Infrastructure ...

Oracle differentiates from its competition by offering customers a unique and flexible cloud infrastructure service. Per recent filings, the company just signed a new cloud deal for $30 billion in ...