Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the ...

A reported $3bn deal for Microsoft to lease Oracle cloud capacity fell apart over the FedRAMP security framework, per Business Insider. Oracle disputes the account.

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance ...

Oracle’s ORCL second-quarter results were nuanced, with the top line coming in lower than our expectations while non-GAAP earnings per share estimates came in slightly better. Shares are down 8% due ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle will more than double its cloud revenue in FY2028 with a $30 billion deal OpenAI's Project Stargate will see $500 billion invested across the US The AI firm is set to lease an additional 4.5GW ...