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

CEO Safra Catz opened by stating, "As you can see, we had an excellent fourth quarter to finish out an amazing year with Q4 total revenue and EPS both exceeding my guidance." Catz highlighted a ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...

Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud ...

OpenAI today confirmed that it has signed an agreement to purchase computing infrastructure worth $300 billion from Oracle Corp. over a period of roughly five years, as part of its previously ...

With a focus on cost-efficiency, flexibility, and specialized use cases, Oracle has transformed from a legacy software giant to a serious contender in the public cloud space. When Oracle launched its ...

Catz raised Oracle's fiscal year 2026 revenue guidance to at least $67 billion, representing 16% growth in constant currency. She added, "I expect that total cloud revenue will grow over 40% in ...

Snowflake SNOW and Oracle ORCL are leading the shift as enterprises modernize data infrastructure to meet the demands of large-scale AI workloads. Snowflake offers a cloud-native architecture with ...