Oracle, TSMC, and Palo Alto Networks are all promising long-term investments.

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

The company said RPO jumped 359% from a year earlier to $455 billion, reflecting $317 billion added from the OpenAI agreement. Oracle expects accelerating cloud revenue, led by its Oracle Cloud ...

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large ...

Oracle’s cloud backlog jumped 359% to $455 billion after four massive contracts. Q1 revenue hit $14.9 billion, but software sales fell and GAAP earnings per share dropped. Multicloud database revenue ...

Oracle has rolled out OpenAI’s GPT-5 in its databases and SaaS products, including Fusion Cloud Applications, NetSuite, and industry-specific tools like Oracle Health. The update is aimed at tying ...

GPT-5, designed to excel at code generation, debugging, and complex reasoning, is now powering Oracle workloads to streamline multi-step orchestration across business processes, speed up code ...