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 ...

The additional $30 billion in sales starting in fiscal 2028 will bring the company's top line to $97 billion, assuming that ...

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

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

Accenture says AI’s carbon surge can be avoided—but as Big Tech races to build ever-larger data centers, the question is ...

The One Big Beautiful Bill will kill wind and solar power tax credits—and pit humans against AI in a battle for scarce ...

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

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 ...