Oracle and OpenAI scrap deal to expand flagship Texas data centre
ft - Meta in talks to take up additional computing capacity that the ChatGPT maker will not take up
Back to Top / Friday, March 6, 2026, 7:20 pm / permalink 20293 / 5 stories in 7 hrs
Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers
tomshardware - OpenAI, Oracle, and SoftBank have reportedly spent several months negotiating over who would have ultimate control of the data centers planned for Stargate.
Back to Top / Monday, February 23, 2026, 10:21 am / permalink 19573 / 6 stories in 11 days
Oracle unveils $50B fundraising plan to fuel AI data center ambitions
Mike Wheatley / siliconangle - Oracle Corp. has given investors another reason to be nervous after revealing a plan today to raise between $45 billion and $50 billion this year, in order to fund the buildout of more data center capacity for artificial intelligence workloads. The cloud …
Back to Top / Sunday, February 1, 2026, 9:20 pm / permalink 18640 / 9 stories in 4 wks
The TikTok US sale is finally happening
Emma Roth / theverge - TikTok has finalized the deal to sell its US business, according to reports from Axios, The Hollywood Reporter, and CNBC. They report that a memo from TikTok CEO Shou Zi Chew to employees on Thursday said the deal will close on January 22nd, with Oracle, …
- Finalized US sale and divestment details (22)
- New US joint venture formation (6)
- Oracle investor surge and market reaction (7)
- Policy debates and editorial opinions (4)
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Finalized US sale and divestment details
New US joint venture formation
Oracle investor surge and market reaction
Policy debates and editorial opinions
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Back to Top / Thursday, December 18, 2025, 6:20 pm / permalink 17119 / 48 stories in 2 months
Oracle stock dips 6% on report Blue Owl Capital won't back $10 billion data center
cnbc - The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.
Back to Top / Wednesday, December 17, 2025, 10:20 am / permalink 17067 / 10 stories in 2 months
Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more
tomshardware - Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages.
Back to Top / Friday, December 12, 2025, 5:20 pm / permalink 16893 / 8 stories in 2 months
Oracle (ORCL) Stock Tumbles as Revenue Misses and Guidance Falls Short
Trader Edge / parameter - TLDR Oracle posted Q2 adjusted EPS of $2.26 versus $1.64 consensus, boosted by $2.7 billion Ampere stake sale Quarterly revenue of $16.06 billion fell short of $16.19 billion estimate despite 14% year-over-year increase Cloud infrastructure revenue surged…
Back to Top / Thursday, December 11, 2025, 11:21 am / permalink 16839 / 9 stories in 2 months
Oracle Reports $16.1 Billion in Revenue, Narrowly Missing Forecasts
Sebastian Herrera / wsj - The software giant is spending heavily to become a major cloud provider for the AI era.
- Massive AI spending raises risk pointers on future profitability. (3)
- OpenAI's influence sparks competitive tension around Oracle's earnings. (1)
- Revenue miss triggers steep share declines, fueling market concerns. (8)
- Strong cloud and AI growth boosts stock outlook upbeat. (1)
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Massive AI spending raises risk pointers on future profitability.
OpenAI's influence sparks competitive tension around Oracle's earnings.
Revenue miss triggers steep share declines, fueling market concerns.
Strong cloud and AI growth boosts stock outlook upbeat.
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Back to Top / Wednesday, December 10, 2025, 4:21 pm / permalink 16802 / 14 stories in 2 months
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
/u/MRADEL90 / reddit - submitted by /u/MRADEL90 [link] [comments]
Back to Top / Tuesday, December 9, 2025, 8:20 pm / permalink 16763 / 4 stories in 2 months
Nvidia, Oracle to build 7 supercomputers for Department of Energy, including its largest ever
Brandon Vigliarolo / theregister - 100,000 Blackwell GPUs and 2,200 exaFLOPs make for a big system The US Department of Energy is partnering with Nvidia and Oracle to build seven new AI supercomputers to accelerate scientific research and develop agentic AI for discovery. Two of these syst…
Back to Top / Tuesday, October 28, 2025, 7:21 pm / permalink 15504 / 5 stories in 4 months
Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
cnbc - Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.
Back to Top / Tuesday, October 14, 2025, 8:21 am / permalink 15111 / 9 stories in 4 months
Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits
Markus Kasanmascheff / winbuzzer - Oracle has reportedly thin AI cloud margins due to costly Nvidia chips, raising investor concerns despite its key role in the $400B+ Stargate project.The post Oracle’s High Cost of Nvidia Chips Squeezes its AI Cloud Profits appeared first on WinBuzzer.
Back to Top / Tuesday, October 7, 2025, 1:21 pm / permalink 15006 / 2 stories in 4 months
Trump approves $14 billion TikTok deal backed by Oracle and MGX, but questions linger
techspot - President Donald Trump has signed an executive order approving a plan for a group of US and global investors to take control of TikTok's American operations, a move intended to satisfy a 2024 law that requires the divestiture of the app from its Chinese p…
Back to Top / Friday, September 26, 2025, 8:21 am / permalink 14873 / 9 stories in 5 months
Trump signs executive order saying his TikTok deal is legal
Karissa Bell / engadget - President Donald Trump has signed an executive order finalizing some of the terms of a deal to bring TikTok's US business under American control. The new TikTok entity will be owned by a group of US-based investors, while ByteDance will maintain a smaller…
Investors and Ownership Structure
Trump’s Order and Political Moves
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Back to Top / Thursday, September 25, 2025, 4:21 pm / permalink 14866 / 21 stories in 5 months
OpenAI to build five more Stargate data centers in the US with Oracle and SoftBank
Maria Deutscher / siliconangle - OpenAI today announced plans to build five new data center sites in the U.S. as part of its Stargate initiative. Launched in January, Stargate is intended to provide the artificial intelligence provider with 10 gigawatts’ worth of computing infrastructure…
Back to Top / Tuesday, September 23, 2025, 7:20 pm / permalink 14827 / 6 stories in 5 months
Oracle to oversee TikTok algorithm in Trump-backed deal
James Farrell / siliconangle - After months of negotiations between the U.S. and China, a preliminary agreement apparently has been reached over the fate of TikTok, with Oracle Corp. set to oversee the app’s algorithm. The White House today explained that under the terms of a proposed …
Back to Top / Tuesday, September 23, 2025, 5:20 am / permalink 14808 / 6 stories in 5 months