Microsoft and Nvidia race to $4T, but Microsoft's AI strategy faces huge risks from its OpenAI feud, chip delays, and rising ...

Amid the current renaissance in the nuclear energy industry, several stocks with exposure to this niche of the energy ...

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the ...

Ilya Sutskever, the co-founder of OpenAI’s Superalignment efforts, is now CEO of Safe Superintelligence (SSI), which he co‑founded just last year.

OpenAI will lease 4.5 gigawatts of U.S. data center power from Oracle as part of its $500 billion Stargate initiative, ...

Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle revealed earlier this week is with artificial intelligence ...

Oracle Inc announces a $30 billion cloud deal with OpenAI. Wall Street's average price target indicates downside in ORCL ...

The demand for data centers is skyrocketing in Texas, which means they will need more power than ever. One provider is ...

Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.

Oracle shares are up 1.29% Thursday, extending a strong run over the past month with gains of more than 30%. Here’s a look at ...

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...