Browsing Tag
Stargate
4 posts
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.
OpenAI could raise $100bn as SoftBank considers $30bn investment
SoftBank is reportedly considering a $30B follow-up investment in OpenAI, pushing valuation to $830B. See what this means for AI infrastructure and capital markets.
Inside OpenAI’s $25bn bet on Argentina: How the Stargate project could reshape global AI power
OpenAI is planning a $25 billion AI data-center project in Argentina with Sur Energy, marking one of Latin America’s biggest tech investments. Find out what it means for global AI infrastructure.
Oracle and OpenAI expand Stargate deal with 4.5 GW of US data center capacity
Oracle and OpenAI scale up Stargate with 4.5 GW in data centers. Learn how this $30B deal could reshape U.S. AI infrastructure and cloud power balance.