Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the ...

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...

Deals of this size are nothing new for Oracle. TD Cowen believes the company signed a 200 megawatt commitment with OpenAI in ...