As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Oracle’s aggressive AI-first infrastructure expansion underpins OpenAI’s Stargate vision, transforming cloud into a core national-scale compute and energy resource. This $300 billion investment ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

SALINE TWP., MI — Reports have surfaced that funding for a controversial hyperscale data center project in a rural Michigan community near Ann Arbor is up in the air. But a Big Tech giant and its ...

Oracle’s largest data centre partner, Blue Owl Capital, will not provide funding for a US$10 billion deal to build its next facility, a source said on Wednesday (Dec 17), amid growing concerns about ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracle SEC filing reveals $248 billion in data center deals "Current" and "expected" demand are pushing widespread expansion Public, bank and private debts are providing the cash needed to grow Oracle ...

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

Oracle stock drops more than 7% after reports say several OpenAI data centers are delayed to 2028. The delay adds fresh pressure to a stock already hit by disappointing earnings earlier in the week.

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...