作为一名长期关注数据库架构的技术人，我们常说：“脱离业务场景谈性能都是耍流氓。”但最近我拿到的一份云和恩墨zData ...

Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...

What if you'd invested in Oracle (ORCL) ten years ago? It may not have been easy to hold on to ORCL for all that time, but if you did, how much would your investment be worth today? With that in mind, ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...

What To Know: Reports last week indicated a consortium led by Oracle and including private equity firm Silver Lake and UAE-backed investor MGX have reportedly agreed to acquire a minority stake in ...

Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...

Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...

Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...