Tag · 10 stories
Every story tagged Oracle on AI Chat Daily.
A $15B jump from last quarter's projection lands as Nvidia, Oracle, and OpenAI deals stretch the AI build-out's financing further.
A 12.9% workforce reduction and $1.8B in restructuring costs accompany Oracle's debt-fueled push into AI cloud infrastructure.
The cuts mark one of the largest white-collar reductions tied directly to AI adoption at a major enterprise software vendor.
Orders topped $85B for the seven-part offering, letting Nvidia tighten pricing and triple its outstanding debt to about $30B.
Enterprises can now draw down existing Oracle Cloud commitments to access OpenAI APIs and the Codex coding agent.
Seven in ten Americans now oppose new data centers, and water is the top concern. The industry is splitting on how to answer.
The Multipath Reliable Connection transport, proven on Blackwell training runs, is now an open spec through the Open Compute Project.
The Multipath Reliable Connection protocol, co-developed with OpenAI and Microsoft, reroutes failed network paths in microseconds across gigascale GPU fabrics.
Iranian missile and drone attacks have damaged AWS, Oracle, and Pure DC sites, freezing a trillion-dollar Gulf AI data center plan.
Larry Ellison's bet on training-capacity GPUs is paying off in revenue — and biting elsewhere on the P&L.
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