Investment in computing infrastructure to support artificial intelligence (AI) is reshaping the cloud computing market, and ...

Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI ...

Oracle appoints new CEOs Clay Magouyrk and Mike Sicilia, as Larry Ellison says AI and Oracle Cloud Infrastructure was key in ...

Oracle Corporation's rally was fueled by multiple expansion, not just earnings, as investors bet on Oracle’s unique position.

Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...

Oracle has transformed from a legacy software provider into a leading cloud and AI infrastructure player, rivaling major ...

A common narrative among cloud database providers is that they are winning lots of migrations from Oracle Corp. By conventional wisdom, Oracle’s market should be shriveling. Yet Oracle continues to ...

IT buyers like the operational flexibility that the public cloud provides. Capital expenditures go away. OpEx becomes predictable. Resources are available on-demand, with near-endless scalability.

As Oracle elevates Magouyrk and Sicilia to lead in tandem, the company places infrastructure and vertical AI at its core. CEOs and boards should study this playbook.

The market has largely viewed this move as a positive development, signaling a focused strategy to capture the expanding AI ...