Oracle: The AI Capex Blunder Explained

Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...

Oracle will shop around for AI chips after adopting a policy of 'chip neutrality'… but of course it'll still buy the latest Nvidia GPUs

Though there are other options: Google has its Tensor Processing Units and OpenAI is in partnership with Broadcom to design ...
The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta, and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey ...

Wall Street dips as Oracle spending revives AI bubble fears and weighs on tech sector

Asian shares are mixed after the U.S. stock market again approached its record high following the Federal Reserve’s cut in ...
Le Lézard

Oracle Announces Fiscal Year 2026 Second Quarter Financial Results

Oracle Corporation today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% ...