Seeking Alpha

Oracle and NVIDIA Collaborate to Help Enterprises Accelerate Agentic AI Inference

AUSTIN, Texas, and SAN JOSE, Calif., March 18, 2025 /PRNewswire/ -- GTC -- Oracle and NVIDIA today announced a first-of-its-kind integration between NVIDIA accelerated computing and inference ...

Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster ...
Forbes

Oracle Stock Up 99% On Growth Forecast. Learn Whether To Buy $ORCL

Oracle's stock soared after a report of a cloud contract with OpenAI and an optimistic forecast for its AI-driven cloud infrastructure. The company projects aggressive eight-fold growth in cloud ...
NAI500

Oracle ORCL seeks 50 billion to fund AI land grab

Oracle plans to raise $45-50 billion through debt and equity to accelerate cloud buildouts for AI, highlighting the cost of staying competitive in the compute race and the importance of ...
SiliconANGLE

Oracle shares climb on reports it could ink $20B cloud deal with Meta

Shares of Oracle Corp. closed 4% higher today following reports that it’s negotiating a $20 billion deal to provide Meta Platforms Inc. with cloud infrastructure. Sources told Reuters that the ...
Forbes

How AMD, Nvidia, Broadcom Can Ride Oracle’s $455B Cloud Surge

On Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO ...
Kalkine Media

Oracle (NYSE:ORCL) Expands Cloud Relevance For Nyse Composite Index Watchers

Oracle’s (NYSE:ORCL) profile in cloud infrastructure and cloud applications has grown alongside continued demand for ...