Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

The software company’s rating could be cut one notch to the lowest investment-grade tier, but worries that Oracle may be dropped to junk status are likely overblown, UBS strategist Matthew Mish said ...

According to people familiar with the matter, the Michigan facility is being financed through a structure that is consistent with Oracle's prior data center deals, where roughly 80% of funding ...

Oracle’s giant order isn’t a shiny headline moment; it’s a warning sign that hyperscalers are going all-in on AI infrastructure, and Nvidia remains the only true arms dealer in this emerging digital ...