News tagged Oracle at DIGITIMES

NEWS TAGGED ORACLE

Friday 24 July 2026

OpenAI compute spending to reportedly rise from US$600B to US$750B

OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense...

Thursday 23 July 2026

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Monday 20 July 2026

Oracle's New Mexico data center reportedly hits cost overruns

Oracle's US$165 billion data center project in New Mexico is running into higher-than-expected costs due to local concerns about its...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

Oracle revenue surges, but heavy AI spending prompts investor concern

Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...

Wednesday 10 June 2026

OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute

OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The...

Saturday 2 May 2026

OpenAI reworks Stargate data center strategy as site plans change

OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

Wednesday 29 April 2026

Oracle moves Supermicro orders to Taiwan, elevating local server makers

Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Wednesday 18 March 2026

OpenAI shifts from building data centers to leasing cloud capacity

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...

Wednesday 11 March 2026

Oracle says AI will augment, not kill, enterprise SaaS

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...

Wednesday 11 March 2026

Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online

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...

Wednesday 11 March 2026

Oracle beats estimates as AI cloud demand drives growth and eases financing concerns

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...

Monday 9 March 2026

OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues

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...

Monday 23 February 2026

Stargate delays push OpenAI to seek cloud compute alternatives

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...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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