As discussions between Nvidia and OpenAI strain, Oracle has assured its partners that financing for the Port Washington data center is "on schedule." ...

Oracle is looking beyond Nvidia for the chips it needs to power its AI datacenters. In what could be described as a warning shot to Jensen Huang's business, Oracle co-founder Larry Ellison said: "We ...

Oracle’s quarterly earnings topped expectations, but revenue came up short. Investors have question whether the company’s artificial intelligence investments are justified. Oracle picked up ...

In a recent podcast interview, Chanos argued that data center operators, specifically Oracle Corp. (NYSE: ORCL) and “neocloud” provider CoreWeave Inc. (NASDAQ: CRWV), are overstating their future ...