Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...
SecurityWeek

Oracle EBS Hack: Only 4 Corporate Giants Still Silent on Potential Impact

Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.
Finance & Commerce

OpenAI, Oracle named as users of $15B Wisconsin data center

PORT WASHINGTON, Wis. — The name and users have been announced for the billion-dollar data center campus planned in Port Washington. Denver-based Vantage Data Centers on Wednesday announced that ...
InForum

Tech giant Oracle signs 15-year lease in Harwood

Oracle will lease the new data center being constructed in Harwood. The agreement is worth $2.15 billion and spans 15 years, with potential renewals lasting up to 25 years. Applied Digital will ...
WUNC

Apex plans to adopt data center moratorium

This comes after a developer of a proposed data center canceled the project late last week. The moratorium is intended to give town staff time to update zoning rules.

The Downsides Of The AI Spending Binge

The current AI infrastructure buildout is increasingly masking underlying economic weakness elsewhere in the U.S. economy.

Oracle's TikTok stake sits at just over $2 billion, filing shows

Oracle bought 15% of TikTok's U.S. operations in January after China's ByteDance was forced by U.S. law to divest.
BigCountryHomepage on MSN

'Fundamental misunderstanding': Oracle refutes recent media reports about Abilene data center

ABILENE, Texas (KTAB/KRBC) – Oracle is refuting recent media reports about their data center in Abilene, saying they are “inaccurate” and there is a “fundamental misunderstanding.” In a statement ...

Viscosity’s Oracle ACE Directors Will Headline AI and Data Innovation at UTOUG Training Days 2026

Breakthroughs in Agentic AI, AI-Ready Data Platforms, and Code-First APEX Development PLANO, TX, UNITED STATES, March ...

Viscosity to Showcase Oracle AI and Database Innovation in Tampa

PLANO, TX, UNITED STATES, February 23, 2026 /EINPresswire.com/ — Viscosity North America, Inc. (“Viscosity”), a leading Oracle consulting firm with unmatched expertise and innovation, is proud to ...
Bloomberg L.P.

Oracle Boosts Data Center Job Forecast After Local Opposition

Oracle Corp. predicted that a massive data center it’s developing for OpenAI in New Mexico will create more jobs than previously announced, another example of tech companies trying promote positive ...