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Oracle landed multibillion AI cloud contracts with OpenAI, Meta, NVIDIA and AMD, boosting RPO and committing $35B CapEx to build 37 data centers, providing revenue visibility for fiscal 2026–27 amid …
NVIDIA outperformed with a strong data-center quarter, rising revenues and margins; Zacks prefers NVDA over Oracle despite Oracle’s large cloud contracts and backlog due to NVIDIA’s superior profitab…
Oracle's cloud deals and OpenAI compute contract boosted its stock and Ellison's fortune; Oracle leaned on Nvidia GPUs instead of custom chips, fueling demand for Nvidia while raising partner concent…