“Training AI models on public data is the largest, fastest-growing business in history,” he said. “AI models reasoning on private data will be an even larger and more valuable business. Oracle ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

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 ...

The massive advancements in the field of AI are not stopping at the dinosaurs of the IT world—for example, relational databases. At its newly renamed flagship event, Oracle AI World—until a few weeks ...

The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...

Oracle projects cloud infrastructure revenue will explode from $10 billion to $144 billion by 2030, outpacing AWS and Azure at comparable stages. The company's $455 billion backlog and ...

Oracle said in its earnings report that remaining performance obligations jumped 359% from a year earlier. The company now sees $144 billion in cloud infrastructure revenue in the 2030 fiscal year, up ...

Oracle’s technology is embedded in China’s surveillance state, powering repression in Xinjiang while raising questions about US national security, human rights, and corporate accountability. In the ...