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, ...

The tech world is reeling after President Trump’s announcement of the Stargate Project, a $500 billion initiative designed to catapult the U.S. to AI supremacy. “The Stargate Project is solidifying ...

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 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 ...