Oracle is set to transform into a top-tier cloud infrastructure player after securing a $300 billion, five-year deal with OpenAI. The "Stargate" project will see ORCL deliver massive AI data center ...
Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow. In 30 days during the current quarter, ...
Catz raised Oracle's fiscal year 2026 revenue guidance to at least $67 billion, representing 16% growth in constant currency. She added, "I expect that total cloud revenue will grow over 40% in ...
The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...
Forbes contributors publish independent expert analyses and insights. Ankita Dhawan is a Delhi-based equities expert analyzing U.S. stocks. Jun 15, 2025, 10:42am EDT Jun 17, 2025, 10:03am EDT Oracle ...
Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud ...