Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Oracle noted that construction of data centers may end up costing more or taking longer than expected. This could occur ...

These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

A reported deal worth more than $3bn fell apart over a US-government security framework Oracle was unwilling to add, according to Business Insider. Oracle calls the account inaccurate. The story of ...

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...