Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...
Oracle Corporation faces margin compression as cloud expenses outpace revenue growth. ORCL's capex soared to $20.5 billion in six months, driving free cash flow from $11.2 billion positive to $13.2 ...
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Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...
Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...
Marika Taylor currently receives funding from EPSRC, STFC, UK government deparments and the European Horizon programme. In 1980, Stephen Hawking gave his first lecture as Lucasian Professor at the ...
In 1980, Stephen Hawking gave his first lecture as Lucasian Professor at the University of Cambridge. The lecture was called "Is the end in sight for theoretical physics?" Forty-five years later, ...
Analysis: There are gazillions of different possible universes that can be described and understood using the tools provided by string theory If we look out into the sky on a clear night, all we see ...
Hyperscalers leased approximately 7.4 gigawatts of U.S. data center capacity in the third quarter of this year. That is more capacity than was leased in all of 2024, according to a TD Cowen note ...