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Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...
Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...
Oracle’s cloud business will keep growing as the AI boom continues. TSMC will profit from the market’s insatiable appetite for more powerful AI chips. Palo Alto Networks is expanding its cloud and ...
ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
The company said RPO jumped 359% from a year earlier to $455 billion, reflecting $317 billion added from the OpenAI agreement. Oracle expects accelerating cloud revenue, led by its Oracle Cloud ...
The massive advancements in the field of AI are not stopping at the dinosaurs of the IT world—for example, relational databases. At its newly renamed flagship event, Oracle AI World—until a few weeks ...
The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...
Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
GPT-5, designed to excel at code generation, debugging, and complex reasoning, is now powering Oracle workloads to streamline multi-step orchestration across business processes, speed up code ...