The $110 billion catalyst that makes it more likely Oracle will hit its 700% cloud infrastructure revenue growth guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.

Oracle is building yesterday’s data centers with tomorrow’s debt

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 Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.
Engineering News-Record

Oracle Building AI Assistance Directly Into Its Cloud Services

AI can program drone flights to note conditions such as rusty steel members. Photo by Jeff yoders/ENR. October 11, 2023 Oracle unveiled details about its partnership with artificial intelligence ...
Datacenter Dynamics

Larry Ellison: Oracle building more cloud infrastructure for Microsoft

Oracle is preparing to put its cloud infrastructure in three additional Microsoft data centers according to founder Larry Ellison. Ellison was speaking following the release of the company’s earnings ...
CBS News

Oracle Building High-Tech High School Next To Its Silicon Valley Headquarters

SAN FRANCISCO (CBS/AP) — Oracle founder Larry Ellison already owns an island in Hawaii. Now, his company is building a high school next to its Silicon Valley headquarters to help fulfill Ellison's ...