Nvidia will supply Meta and Oracle with Ethernet switches to speed up their data center networks. Oracle will use the switches in its AI factories, while Meta will integrate them into its Facebook ...

Investors worried about the financials of the technology giant’s cloud computing business, compounding broader worries about a sky-high stock boom. By Andrew Ross Sorkin Bernhard Warner Sarah Kessler ...

Executives and technology departments at large organizations are being extorted by a notorious ransomware group that claims to have stolen their data from a suite of popular Oracle Corp. applications, ...

The huge $165 billion data centers complex planned for the Santa Teresa, New Mexico area, near the west edge of El Paso, just got bigger. Not in its projected size, but in its importance within the ...

In sum – what to know: New Stargate sites – OpenAI, Oracle, and SoftBank confirmed U.S. data centers in Texas, New Mexico, Ohio, and the Midwest, adding significant AI infrastructure capacity.

OpenAI said it will expand with Oracle at three locations: Shackelford County, Texas; Dona Ana County, New Mexico and an undisclosed site in the Midwest. Two additional data centers in Lordstown, Ohio ...

ABILENE, Texas —ChatGPT parent OpenAI, cloud giant Oracle, and investment firm SoftBank are opening five new data centers across the country, expanding the footprint of the government-backed ...

Oracle's backlog ballooned after several multi-billion-dollar cloud deals. Some investors may be worried about backlog conversion and timing. Short-term volatility is possible, but the long-term setup ...

Oracle's data center revenue rose sharply last quarter as demand from AI developers for capacity continued to outstrip supply. Its remaining performance obligation rose by a remarkable 359% year over ...

Massive spending on AI infrastructure to train large language models and process enterprise workloads are the new normal in the cloud business. Spending on data center infrastructure spiked 51% in ...

Oracle’s ORCL remaining performance obligations for the first quarter increased 359% to $455 billion, primarily due to expanding relationships with large language model providers. Management also ...