“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 ...

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 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 ...

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 ...

Oracle’s technology is embedded in China’s surveillance state, powering repression in Xinjiang while raising questions about US national security, human rights, and corporate accountability. In the ...

Oracle has rolled out OpenAI’s GPT-5 in its databases and SaaS products, including Fusion Cloud Applications, NetSuite, and industry-specific tools like Oracle Health. The update is aimed at tying ...

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 ...

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Rubrik is expanding its backup software to cover more cloud databases and Oracle Cloud services, according to TechTarget. The company shared these updates during its annual Rubrik Forward event, which ...

With its 4-star rating, we believe Oracle stock is undervalued compared with our long-term fair value estimate of $184 per share, which implies a fiscal 2025 enterprise value/sales multiple of 10 ...

Transaction processing against relational databases may not be the focus of the datacenter, as it was when IBM created the first relational database and Oracle was founded to compete against it in the ...