OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are ...

Oracle's stock price is up over 17% in the past 12 months. The stock trades at a forward price-to-earnings ratio of around 30 ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Microsoft is to use Oracle Cloud for AI inferencing on its Bing search service. Oracle today announced a multi-year agreement with Microsoft to support the growth of AI services. Microsoft is using ...

AUSTIN, Texas, Nov. 7, 2023 /PRNewswire/ -- Oracle today announced a multi-year agreement with Microsoft to support the explosive growth of AI services. Microsoft is using Oracle Cloud Infrastructure ...

Higher and higher they went, with shares of tech giants AmazonAMZN, MicrosoftMSFT, Google-parent AlphabetGOOGL, Meta PlatformsMETA and OracleORCL riding the excitement over artificial intelligence.

Microsoft has delivered robust cloud/enterprise SaaS monetization results during the ongoing AI boom, with demand only gated by compute capacity. These reasons are also why the hyperscaler has hinted ...