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% ...

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

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 ...

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 ...

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 is Oracle OpenWorld CloudWorld AI World this week, so we expect a lot of AI infrastructure announcements from Big Red, with AI being the biggest new workload to hit the enterprise in decades. We ...

Oracle is capitalizing on record demand for its artificial intelligence cloud infrastructure solutions. The company stands to benefit from significant investments in new high-performance data center ...