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Oracle validated Jensen Huang's bullish stance on AI hardware durability, reporting that older GPUs were renewed or resold at a 20% premium. Oracle also deployed over 300,000 GPUs with 97.9% utilizat…
HPE and Oracle expanded their multi-year networking partnership, deploying HPE Juniper routing and switching hardware across Oracle's global AI data centers. The deal supports Oracle's massive AI inf…
Citigroup upgraded Oracle, citing an extreme valuation dislocation and insatiable artificial intelligence demand despite heavy infrastructure spending and cash burn. Oracle is aggressively expanding …
Oracle faces investor scrutiny over massive debt and heavy AI backlog concentration, with $300 billion linked to OpenAI. Despite surging cloud infrastructure growth powered by Nvidia and AMD hardware…