Browsing Tag
Stargate
12 posts
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.
SoftBank offers corporate guarantee to salvage $10bn OpenAI stake loan
SoftBank revives $10 billion OpenAI-backed loan talks with a corporate guarantee after banks resisted the collateral terms.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
Why the $16bn Stargate data center campus could make or break AI infrastructure economics
Oracle and OpenAI’s $16bn Michigan AI campus tests power grids, construction capacity and data center economics. Read why it matters.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Oracle layoffs 2026: Up to 30,000 employees terminated by 6am email as Stargate debt tops $100bn
Oracle is cutting up to 30,000 jobs via 6am emails as $100bn AI debt forces the biggest layoff in company history. Read the full breakdown.
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.