OpenAI and Oracle (ORCL.N) will develop another 4.5 gigawatts of data center capacity, expanding a tie-up that has promised ...

If I Could Buy Only 1 Nvidia-Backed Data Center Stock, This Would Be It (Hint: It's Not Nebius) Nvidia has ownership stakes ...

Bloom Energy surged on AI hype and an Oracle deal, but valuation looks stretched and risks are rising ahead of earnings. Read ...