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Larry El broke from Elon to back Sam and pushed Oracle into a massive, risky $300 billion OpenAI deal

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever written on paper. The whole thing began when ...
Seeking Alpha

Oracle: Becoming The Fourth Hyperscaler

Oracle is set to transform into a top-tier cloud infrastructure player after securing a $300 billion, five-year deal with OpenAI. The "Stargate" project will see ORCL deliver massive AI data center ...
Seeking Alpha

Oracle: OpenAI Deal Risk (Double Downgrade)

Oracle is downgraded from strong buy to hold after a remarkable run, citing concerns over further upside. ORCL's recent surge is driven by its $300B AI infrastructure deal with OpenAI, but significant ...
Business Insider

AMD gets another vote of confidence in the AI chip wars — this time from Oracle

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