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Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...
Tuesday 14 October 2025
OCP Summit: Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers
Oracle Cloud Infrastructure (OCI) is expanding its global footprint with plans to build multiple gigawatt-scale AI supercluster campuses capable of hosting millions of GPUs, as it...
Tuesday 14 October 2025
OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...
Saturday 11 October 2025
Analysis: Larry Ellison overtakes Musk as world's richest man
Larry Ellison, the 81-year-old head of long-standing Silicon Valley tech giant Oracle, has surpassed Elon Musk to become the world's richest person. Ellison transformed the company...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Tuesday 7 October 2025
US AI ambitions face blue-collar worker crisis
As the Trump administration enlists tech giants OpenAI, Oracle Corp., and Nvidia Corporation to develop AI infrastructure through Stargate data centers, concerns grow over labor shortages...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Wednesday 1 October 2025
Trump, Xi talk 'tech truce' as Oracle takes over TikTok's US future
US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called "very productive" and " very good ." The call has sparked...
Wednesday 1 October 2025
OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...
Thursday 25 September 2025
Foxconn set to gain from US$400b data center expansion in US by big names
Tech giants OpenAI, Oracle, and SoftBank on September 23 have announced a US$400 billion plan to build five new artificial intelligence data centers across the US, a massive infrastructure...
Wednesday 24 September 2025
Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
Tuesday 23 September 2025
Oracle reportedly to oversee TikTok algorithm under US-China framework deal
The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Tuesday 23 September 2025
Oracle appoints co-CEOs; Catz moves to vice chair role
On September 22, Oracle announced that Clay Magouyrk and Mike Sicilia have been appointed CEOs, succeeding Safra Catz, who will transition to Executive Vice Chair of the company's...