Browsing Tag
Oracle
90 posts
Vantage Data Centers explores $100bn IPO as AI infrastructure boom puts mega-valuation to the test
Vantage Data Centers is reportedly evaluating an IPO that could value the hyperscale infrastructure company at about $100 billion, alongside possible sale options. The potential valuation would put Vantage close to Equinix in public-market scale, making contracted AI demand, debt, power availability and returns on billions of dollars of new capacity the critical tests.
Defence Holdings’ zero-revenue year hides a bigger 2026 test: Can its £4m funding turn defence AI into repeatable sales?
Defence Holdings plc reported no revenue and a £4.56 million operating loss for the year to March 2026, but those accounts capture a business before its first Ministry of Defence contract. The investment case now depends on whether £4 million of fresh capital, three software builds and its Meridian accelerator can produce repeatable sovereign defence technology revenue.
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.
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.
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
Why Brookfield just bet $25bn on Bloom Energy’s fuel cells powering the AI buildout
Bloom Energy and Brookfield expand their AI power financing partnership to $25 billion as BE stock trades near 52-week highs.
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
Defence Holdings ($ALRT) just raised £4m, 25% discount. Oracle in, MoD test pending. UK Palantir or hype?
Defence Holdings (LSE: ALRT) raised £4m at a 25% discount as a proposed MoD contract looms. The question: can news flow outrun relentless dilution?
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
$ALRT in focus: Oracle cloud deal caps rapid-fire month for Defence Holdings as shares consolidate after MoD spike
Oracle joins Defence Holdings' accelerator weeks after a proposed MoD contract surfaced. What the rapid-fire ALRT news flow means. Read the full analysis.