Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...

Oracle has delayed some of its data center projects set for OpenAI workloads by as much as a year. The company made the move ...

At the core of this outsized impact of AI is OpenAI. The company is at the heart of a tangled web of multibillion-dollar ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled nearly 40% from its September peak, erasing more than ...

RAM prices are rising sharply as massive demand from AI companies such as OpenAI strains global supply, driving hardware ...

On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Walt Disney and OpenAI announced a three-year licensing deal Thursday that will allow users to create short videos featuring ...

The Walt Disney Company and OpenAI have reached an agreement, making Disney the first major content licensing partner on Sora ...

TIME’s 2025 Person of the Year honors the Architects of AI as Texas grows its AI footprint, with Google’s $40B data centers ...