Browsing Tag
Oracle Corporation
68 posts
Oracle layoffs deepen as $2.8bn restructuring collides with massive AI spending push
Oracle Corporation has begun another US layoff round as its restructuring bill reaches roughly $2.8 billion, even while cloud infrastructure growth and AI investment accelerate.
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
Positron AI valuation jumps fourfold to $5bn as Liberty Global joins $875m funding round
Liberty Global backs Positron AI in an $875 million round valuing the Nvidia challenger at $5 billion as AI inference demand accelerates.
Oracle revenue jumped 17%, yet thousands more jobs could go. The $55.7bn AI bill explains why
Oracle is reportedly considering another broad workforce reduction that could affect thousands of employees globally, including workers in India, after its headcount already fell by roughly 21,000 in one year and annual capital expenditure surged 162% to $55.7 billion as the software giant races to build AI data-centre capacity.
Defence Holdings (LSE: ALRT) company profile: How the former Guild Esports listing pivoted into UK defence software
Defence Holdings PLC has transformed from the listed company formerly known as Guild Esports into an early-stage defence software and investment platform. Its first £226,000 UK Ministry of Defence contract and partnerships with Oracle and Whitespace provide initial validation, but the short contract duration, operating losses and rapid expansion of its share count leave the wider investment case unproven.
Oracle secures $6.99bn, 10-year DoW IDIQ under Enterprise Software Initiative vehicle
Oracle wins a 10-year Department of War IDIQ worth up to $6.99B, but the ceiling flatters a task-order structure and a stock still 64% off its 2025 peak.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
Oracle (ORCL) targets production enterprise AI with native Fusion Agentic Applications builder
Oracle Corporation is opening its Fusion Applications environment to business users, developers and partners building outcome-driven agentic applications. The strategic opportunity is considerable, but the no-additional-cost model means commercial success must emerge through customer retention, application growth and additional cloud usage.
Britain puts Microsoft, Google, AWS and Oracle under direct financial cloud oversight
Britain will directly supervise four major cloud providers used by banks and insurers, turning technology concentration into a formal financial-stability issue.
Defence Holdings has secured the cash, but what must ALRT deliver before investors return?
Defence Holdings has completed a significantly oversubscribed £4 million placing, giving the London-listed defence technology company additional capital for partnerships, working capital and contract execution. The financing strengthens its ability to pursue a software-led defence strategy, but investors must now assess whether operational progress can outweigh dilution and a sharp retreat in the ALRT share price.