OpenAI will lease 4.5 GW of data-center capacity from Oracle (NYSE:ORCL), fueling its massive Stargate AI infrastructure ...

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

Oracle Inc announces a $30 billion cloud deal with OpenAI. Wall Street's average price target indicates downside in ORCL ...

Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...

Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming ...

Oracle stock surged more than 5% on Wednesday after the software giant revealed that OpenAI will lease roughly 4.5 gigawatts ...

TSMC, which is the world's largest contract chipmaker, also got a boost from reports that Intel's recently appointed CEO was ...

OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate ...

Stargate — OpenAI’s project with partners including Oracle and SoftBank Group Corp. to invest $500 billion in AI ...

OpenAI plans to rent additional data center capacity from Oracle (NYSE:ORCL) for the Stargate Project, according to Bloomberg ...

S&P could lower Oracle’s rating if debt to EBITDA remains above 3.5x over the next two years with no clear improvement path.