Oracle, Blue Owl
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Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and personal with one of the most talked-about data centers in the world – Stargate.
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Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track
And don't sweat the debt either, we've got plenty of capital at our disposal Despite Wall Street jitters and reports to the contrary, Oracle insists its $300 billion datacenter deal with OpenAI is on track and proceeding on schedule.
Shares of Oracle fell sharply on Wednesday after a report raised fresh questions about financing for one of the company’s flagship artificial intelligence infrastructure projects.
Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what Oracle is calling its Linux Cloud Native Environment.
In my just-released Oracle AI World podcast review with Brian Sommer, we discuss how Oracle is ahead of its customers on agentic AI. Perhaps this is due to Oracle's execution across the stack - but the problem remains. Or is it a problem? I would say it's ...
This week US President Donald Trump announced a joint venture between OpenAI, Japanese conglomerate SoftBank Group, and Abu Dhabi's AI-focused sovereign wealth fund MGX, to put as much as $500 billion over multiple years into US data centers dedicated to ...
Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI. Oracle shares fell Friday, extending recent losses.