OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical...
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...
The Asia Pacific Game Summit (APGS) 2026, held alongside the Taipei Game Show, highlighted a significant shift in the gaming industry fueled by generative AI. Industry leaders noted...
Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims...
The US AI sector stands at a crossroads. After years of breakneck infrastructure expansion, cracks are beginning to show in the financial foundation supporting this boom.
TikTok and its parent company, ByteDance, have signed binding agreements to create a new US-based joint venture that will be majority-owned and controlled by American investors, TikTok...
OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)....
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations...
