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(Bloomberg) -- Warren Buffett isn’t the only investor to examine Oracle Corp. and declare he doesn’t “understand the business.” Even Wall Street analysts who cover the world’s second-largest software ...

One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...