Oracle dominates in enterprise databases, creating high switching costs. Offering SaaS and IaaS in one, it is growing fast with a guidance of 40% YoY cloud services growth. Oracle guided for 100% ...

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.

American technology company Oracle was founded over 50 years ago and it has remained relatively quiet since the artificial intelligence (AI) bubble inflated and took off in 2022. That was until a ...

Oracle’s cloud may be been in the running to be the host of a massive AI training system for Elon Musk’s xAI startup, with a purported $10 billion in rentals at stake. But what is clear from Oracle’s ...

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Strong artificial intelligence demand continued to drive revenue growth, particularly in Oracle cloud infrastructure, where performance remains impressive. This growth is reflected in the firm’s ...

I'm starting to think we might be able to declare 2025 the year of enterprise AI. We introduced generative AI in 2023 and adopted it at warp speed through 2024. But now, in 2025, we're starting to see ...

It’s one thing to attend a user conference. It’s another to spend 3-hours after the event conversing, in-depth, with a customer who’s taking on a major transformation effort that will be anchored with ...

Oracle’s recently announced Exadata Database Service on Exascale (ExaDB-XS) aims to improve performance for database workloads and reduce costs. The architecture in Exascale, which is Oracle’s ...

Tech giant Oracle is facing criticism for how it’s handling two seemingly separate data breaches. At least one of the incidents appears to still be unfolding, despite Oracle reportedly denying a ...