Browsing Tag
Oracle Corporation
50 posts
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
April 28, 2026
Related Digital secures $16bn Oracle data center financing as Blackstone deepens AI infrastructure push
AI needs compute, but compute needs capital and power. Oracle’s $16 billion Michigan campus shows where the next bottleneck is forming.
April 25, 2026
How Bloom Energy Corporation’s 2.8 GW Oracle agreement accelerates U.S. AI data center expansion
Find out how Bloom Energy and Oracle’s 2.8 GW agreement could reshape U.S. AI data center expansion and power infrastructure strategy.
April 14, 2026
Why this Oracle and Celonis move could matter more than another flashy AI product launch
Celonis and Oracle are expanding enterprise AI and IT modernization on OCI. Find out why this partnership could matter more than the AI hype cycle.
April 11, 2026
Is fragmented enterprise data the real bottleneck for AI, and can SAP SE fix it with Reltio Inc.?
Find out how SAP SE’s Reltio Inc. acquisition could reshape enterprise AI by fixing fragmented data and redefining competitive dynamics.
March 27, 2026
Can Oracle (NYSE: ORCL) turn enterprise AI from demo theater into operational software that actually runs the business?
Oracle Corporation expands AI Agent Studio for Fusion Applications with new agentic tools. Read why this matters for enterprise AI execution and ORCL sentiment.
March 25, 2026
Can Oracle’s converged AI database architecture outmanoeuvre AWS, Azure, and Google Cloud for enterprise agentic workloads?
Oracle launches agentic AI database capabilities including Private Agent Factory, Unified Memory Core, and Deep Data Security. Read the full analysis.
March 24, 2026
Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.
March 11, 2026
City of Atlanta selects Oracle Permitting and Licensing to overhaul zoning, planning, and inspection workflows
Atlanta expands its Oracle partnership to modernize permitting and embed AI across city services. Find out what this means for cities and investors.
February 15, 2026
ReGrow Israel adopts Oracle Agriculture Data Intelligence to stabilize farm recovery and rebuild long-term food security planning
Find out how Oracle Corporation’s agriculture data intelligence is helping ReGrow Israel rebuild farming resilience and plan future food security.
February 15, 2026