Oracle’s data centre revenue surges as AI strategy accelerates
Faster sales growth suggests progress in its risky push to compete in the AI infrastructure race
Faster sales growth suggests progress in its risky push to compete in the AI infrastructure race
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Faster sales growth suggests progress in its risky push to compete in the AI infrastructure race
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Dozens of approved but yet-to-be-built AI data centre projects will escape the federal government's proposed restrictions around energy and water use because the new rules are not expected to be retrospective.
Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.
TSMC reported monthly sales revenue for August on Thursday.
If ever there were a stock that captured the hopes and fear of the AI trade, it's Oracle.
DigitalBridge-backed firm taps new investors for AI infrastructure as Wall Street banks limit exposure
Tens of thousands of messages from hundreds of rogue OpenAI agents reveal how the self-described "collective" coordinated the attack on AI infrastructure company Hugging Face.