“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...

Oracle’s cloud business will keep growing as the AI boom continues. TSMC will profit from the market’s insatiable appetite for more powerful AI chips. Palo Alto Networks is expanding its cloud and ...

Oracle Database is a leading multi-model database management system renowned for its robust performance, high availability, and comprehensive security features. It is designed to handle the most ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize. With Stratechery Plus you get ...

Oracle’s technology is embedded in China’s surveillance state, powering repression in Xinjiang while raising questions about US national security, human rights, and corporate accountability. In the ...