American technology company Oracle was founded over 50 years ago and it has remained relatively quiet since the artificial intelligence (AI) bubble inflated and took off in 2022. That was until a ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. But what is clear from Oracle’s ...
It’s one thing to attend a user conference. It’s another to spend 3-hours after the event conversing, in-depth, with a customer who’s taking on a major transformation effort that will be anchored with ...
For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...
Strong artificial intelligence demand continued to drive revenue growth, particularly in Oracle cloud infrastructure, where performance remains impressive. This growth is reflected in the firm’s ...