The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...

Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and Microsoft.

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle’s stock has been pressured over concerns about whether its AI spending will yield the necessary returns.

To have confidence in this trade, you’ll want to anticipate long-term appreciation in the stock. Because when the time comes, you want to be enthusiastic about ...

Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.

SourceFuse partners with Databricks to help enterprises modernize data platforms, unlock AI & GenAI capabilities, ...

Some of the cuts will be aimed at job categories that the company expects it will need less of due to AI, two of the people ...

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Hillman highlights Teradata’s interoperability with AWS, Python-in-SQL, minimal data movement, open table formats, feature ...

This is Technext’s weekly Women-in-tech trivia, a close-up series that spotlights the lives and personalities of female tech ...