(Reuters) -Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up nearly 75% of its total sales by then. Chief Executive Officer ...

In a note to clients, Jefferies said Oracle is entering a new growth phase, as it benefits from surging demand for AI infrastructure and steady adoption of its cloud platform. Analysts believe ...

My job is really very easy. A simple enough statement, but coming from the man who’s just stepped into Safra Catz’s shows as the new co-CEO of one of the biggest enterprise software companies in the ...

Built on Oracle Acceleron RoCE networking architecture with NVIDIA AI infrastructure, OCI Zettascale10 will provide multi–gigawatt AI workload capacity and scale LAS VEGAS, Oct. 14, 2025 /PRNewswire/ ...

The company lays out an aggressive new forecast, with a path to nearly quadrupling revenue by fiscal 2030 and a backlog that has already crossed the $500 billion mark Oracle put a key investor concern ...

Since Oracle Corp. stunned investors last month with its massive artificial-intelligence pipeline, shares of the company have pulled back from their peak as questions emerge about how the company will ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Oracle held an Investor Day for analysts yesterday. At the event, Oracle increased its already robust long-term guidance. However, investors apparently sold the news as they ascribed some risk to the ...

Oracle Cloud Infrastructure (NYSE:ORCL) plans to deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026. Beginning in the third quarter of 2026, ...

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Tuesday after the company announced that Oracle Corp (NYSE:ORCL) Cloud will deploy 50,000 of its AI chips. What To Know: AMD and ...

It’s time for the Oracle faithful to make the trek to Las Vegas for this year’s user gathering where new management makes its debut and CTO Larry Ellison will be talking about the huge AI re-invention ...

Oracle has announced what it calls the largest AI supercomputer in the cloud, the OCI Zettascale10. The company claims the system can deliver 16 zettaFLOPS of peak performance across 800,000 Nvidia ...