Oracle and OpenAI have reportedly struck a five-year, $300 billion cloud computing deal The deal raises questions about how OpenAI will pay but also about what exactly it’s buying, analysts said The rapidly shifting AI landscape could well derail the...

Hyperscalers had an order backlog of well over $800 million as of June 30. Colocation providers are also feeling pressure from skyrocketing AI demand. But it takes time to build new capacity, which means there’s little short-term relief in sight....

Oracle made two major infrastructure investment announcements this week It’s planning to spend big on compute upgrades in Germany and The Netherlands over the next five years But zooming out, the money is a fraction of its planned capex for...

Many telcos are terrified of becoming utilities But Oracle execs argued that for some, that would still provide a robust future Regardless of whether operators go the telco or techco route, automation is set to play a key role You’ve...