Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...

Oracle's latest earnings report was supposed to showcase how aggressively the company has pivoted to artificial intelligence, ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

The AI revolution: real or yet more Silicon Valley hype destined to end in a lot of burnt fingers and possibly even a ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

One downside of enterprise AI is that many systems still function as a black box — they produce results but offer little visibility into how they reached them. NetSuite is designing its systems around ...

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

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

The earnings call comes on the back of a 23% drop in Oracle’s share price last month, its worst monthly performance since ...

Learn more about whether Oracle Corporation or UiPath Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

"Oracle is aggressively pursuing the inferencing market, as well as the AI-training market," Ellison said on the company's September earnings call with investors. "We think we are in a pretty good ...