Oracle: Latest News and Analysis

Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...

SoftBank Group Corp. and its majority-owned Arm Holdings Plc are exploring a deal for Ampere Computing LLC, according to people familiar with the matter.

Oracle Corp. today is rolling out the latest version of its Exadata database-optimized computing platform, claiming 55% better performance on vector searches used in artificial intelligence model ...

Amazon's cloud computing division says that it plans to invest "at least" $11 billion in Georgia to expand its data center infrastructure.

Microsoft has earmarked $80 billion in fiscal 2025 to build data centers designed to handle artificial intelligence workloads, according to a company blog ...

Microsoft Corp. plans to spend $80 billion this fiscal year building out data centers, underscoring the intense capital requirements of artificial intelligence.

The deal was finalized on January 7, 2005, and almost immediately, Oracle fired 5,000 PeopleSoft workers. Months later, Oracle acquired Siebel, the company that established the market for CRM software ...

The proliferation of data centers aiming to meet the computational needs of AI could be bad news for the U.S. power grid, according to a new report in ...

The U.K. government said Tuesday it’s consulting on measures to regulate the use of copyrighted content by tech companies to train their AI models.

There’s never a great time to tell investors your bills are going to double. For Oracle, its latest earnings report proved a particularly bad one. Oracle’s [fiscal second-quarter report]( ...

Oracle Corp. reported quarterly revenue in line with estimates, disappointing investors who have boosted the stock to a record high in recent weeks on enthusiasm for the company’s ascendant cloud business.

Oracle’s net income rose 26% from a year earlier to $3.15 billion. Revenue from cloud services and license support sales increased 12% to $10.8 billion, accounting for 77% of the company’s total, while sales of cloud and on-premises licenses were up 1%, to $1.2 billion.

Oracle's shares sank over 8% on Tuesday in premarket trading after its quarterly revenue fell short of expectations, hindered by fierce competition among database and cloud services providers. The cloud computing company is on track to lose about $45 billion in market capitalization at current share price levels of $174.

Oracle Corp. reported quarterly revenue in line with estimates, disappointing investors who have boosted the stock by 81% this year on enthusiasm for Oracle’s ascendant cloud business. The shares fell ...

That revenue total likely disappointed investors given the sharp rally in Oracle shares this year that was fueled by optimism over deals with other cloud players as well as general momentum in ...

During Oracle’s Q2 2024 earnings call, CEO Safra Catz and CTO Larry Ellison talked AI, GPUs, cloud, database products and more.

Oracle's second-quarter revenue grew less than Wall Street expected on Monday, hit by stiff competition among database and cloud services providers, sending its shares down more than 7% in extended ...

Oracle's shares tumbled more than 9% on Tuesday after its quarterly revenue fell short of Wall Street expectations, signaling investor concerns over fierce competition in the cloud business amid ...

Oracle Corp. is on track for its best year in over two decades because its once-struggling cloud business is being taken seriously by customers and investors.

Oracle, which reports fiscal second-quarter earnings Monday, has seen that enthusiasm drive its shares up 82% in 2024, which if it continued would be the stock’s largest annual rally since 1999.

CNBC's Jim Cramer walked investors through next week's Wall Street action, highlighting earnings from Oracle, Broadcom and GameStop, as well as new inflation data. He also mentioned earnings from ...

Meta announced yesterday a request for proposals from nuclear power developers who would help the company add 1 to 4 gigawatts of electricity generating capacity in the U.S. It’s willing to share ...

Tech investors are girding for the latest development in TikTok’s legal saga. Social media and search companies like Meta Platforms Inc. have a lot at stake, as does Oracle Corp., which counts TikTok ...

Canadian AI startup Cohere, last valued at $5.5 billion, will focus on building tailored models for enterprise users over larger foundation models, the company told Reuters.

Couchbase integrates model serving, vectorization, agent catalog and enterprise AI function calling into its cloud database platform to help enterprises overcome deployment challenges.

Those differences now appear to be a thing of the past. AWS customers can soon run Oracle’s Exadata Database Service on Oracle Cloud Infrastructure on AWS infrastructure, starting with the AWS US East ...

Because Ellison owns some 40% of the cloud applications business, his riches have boomed, reflecting Oracle's more than 83% stock price spike in 2024—with Ellison's net worth growing $83.2 billion ...

A UK council had no fully costed and resourced plan in place to deliver a critical Oracle ERP project two years after beginning an SAP-replacement program, one which has seen years of delay with costs ...

Microsoft, Oracle, and IBM are all doing it. Andy Jassy's rent-a-server shop may have felt it was leaving money on the table Amazon Web Services has introduced a VMware-as-a-service offering that ...

The power needs of artificial intelligence and cloud computing are growing so large that individual data center campuses could soon use more electricity than some cities, and even entire U.S. states, ...

Advancements in generative and agentic AI innovation are transforming enterprises. Learn more at theCUBE's "Cloud AWS re:Invent Coverage" event.

NetApp's stock rises after raised profit and sales guidance, citing strong cloud storage demand - SiliconANGLE ...

Crusoe Energy, a startup building data centers for Oracle, Microsoft, and OpenAI, is in the process of raising $818 million in financing, according to a document filed with the SEC.

Advancements in generative and agentic AI innovation are transforming enterprises. Learn more at theCUBE's "Cloud AWS re:Invent Coverage" event.

A spike in electricity demand from the world's big data providers is raising a worrying possibility for the world's climate: a near-term surge in fossil-fuel use.

Data center monitoring firm LogicMonitor has rasied $800 million in a funding round that values the company at $2.4 billion.

The vendor behind the open source Milvus vector database has a big cloud update designed to improve performance and reduce enterprise AI costs.

Data center monitoring firm LogicMonitor has rasied $800 million in a funding round that values the company at $2.4 billion.

Oracle Corp. is using Microsoft Corp.’s Ignite conference today to announce that it has expanded the number of its Exadata database-optimized servers and Real Application Clusters colocated in ...

Microsoft has designed two additional infrastructure chips for its data centers that will help speed artificial intelligence operations and increase data security, it said on Tuesday at its Ignite ...

Microsoft cranks up its AI infrastructure offerings with new VMs, cooling and power delivery tech - SiliconANGLE ...

Above we show the revenue shares for our eight cloud companies in the combined IaaS/PaaS cloud market at nearly $300 billion projected for 2024. AWS has 36% of this combined market, Microsoft 23% and ...

Gartner Magic Quadrant for cloud platform services leaders AWS, Microsoft Azure, Google, IBM, Oracle, Alibaba Cloud, Huawei and Tencent.

Northflank raises $22.3M to simplify cloud deployment, offering developers a third path between inflexible platforms and costly internal tools, with backing from Bain Capital Ventures.