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Google's Oracle chip deal is another warning for Nvidia: A blockbuster deal with Oracle and new numbers from Anthropic point to a TPU-shaped headache for Nvidia.
businessinsider.com/google-ai-chip-business-oracle-tpus-nvidia-threat-anthropic-openai-2026-10

Why Oracle has spent $1.8B on layoffs to save money: A struggling acquisition and increased debt has the tech giant hurting for cash.
hr-brew.com/stories/oracles-layoffs-spend-to-make-money

Oracle bonds sell off as AI investment fuels investor concerns: Oracle bonds have taken a hit in recent days following a report that the cloud and artificial ...
reuters.com/business/oracle-bonds-sell-off-ai-investment-fuels-investor-concerns-2025-11-14/

Paid articlePaywall OpenAI is the hot buzzword on corporate earnings calls: It's not enough to talk about AI in general on earnings calls anymore.
axios.com/2025/11/01/openai-earnings-calls-microsoft

Oracle CEO Magouyrk: 'Of course' OpenAI can pay $60 billion per year for cloud infrastructure
cnbc.com/2025/10/13/oracle-ceo-magouyrk-of-course-openai-can-pay-60-billion-per-year.html
Big Tech's AI love fest is getting messy: It's not just OpenAI and Oracle. Inside the rise of strange AI bedfellows.
businessinsider.com/big-techs-ai-love-fest-getting-messy-openai-oracle-2025-10

Paid articlePaywall Oracle, Stock Of The Day, Flirts With Buy Point Ahead Of 'AI World': Oracle stock is up nearly 80% this year and teased a buy point Friday. Analysts will ...
investors.com/research/ibd-stock-of-the-day/oracle-stock-ai-world-preview-cloud-orcl-news/

UK Home Office doubles down on Oracle with £54M cloud contract: : Department also wedded to Big Red in shared service applications
theregister.com/2025/10/08/home_office_oracle_cloud/

Like the dotcom bubble: These 4 warning signs point to an AI crash: AI promises astronomical growth in revenues and major breakthroughs in research ...
t3n.de/news/4-warnsignale-ki-blase-1708757/

$300 billion deal with Oracle: OpenAI burns money faster than electricity.: OpenAI and Oracle sign a $300 billion deal for AI computing power ...
business-punk.com/tech/300-milliarden-deal-mit-oracle-openai-verbrennt-geld-schneller-als-strom/

OpenAI's spending spree is powering the tech industry. Oracle is the latest winner
cnbc.com/2025/09/13/openai-spending-spree-powering-much-of-tech-oracle-latest-example.html

Why the Oracle-OpenAI deal caught Wall Street by surprise: The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it ...
techcrunch.com/2025/09/12/why-the-oracle-openai-deal-caught-wall-street-by-surprise/
Oracle skyrocketed and there could be further gains, Jefferies says: Oracle's blockbuster gains briefly propelled CEO Larry Ellison to the position of the ...
markets.businessinsider.com/news/stocks/oracle-stock-price-forecast-orcl-rally-upside-jefferies-ai-cloud-2025-9

Oracle’s $230 billion market cap surge to lift it above JPMorgan: Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most ...
mercurynews.com/2025/09/10/oracles-230-billion-market-cap-surge-to-lift-it-above-jpmorgan/

Paid articlePaywall Larry Ellison: Who Is He, How Did He Become World’s Second-Richest Person: Larry Ellison dropped out of college before co-founding what eventually grew into one ...
bloomberg.com/news/articles/2025-07-16/who-is-larry-ellison-and-how-did-he-amass-a-251-billion-fortune

Meet The Tiny Startup Building Stargate, OpenAI’s $500 Billion Data Center Moonshot
forbes.com/sites/christopherhelman/2025/04/10/meet-the-tiny-startup-building-stargate-openais-500-billion-data-center-moonshot/

Oracle stock gives investors whiplash as Larry Ellison touts AI 'hypergrowth' but earnings fall short
qz.com/oracle-q3-earning-stock-ai-cloud-revenue-larry-ellison-1851768975

Microsoft and OpenAI announce key change to their multi-year partnership: Microsoft and OpenAI are making key changes to their partnership, giving OpenAI the ...
neowin.net/news/microsoft-and-openai-announce-key-change-to-their-multi-year-partnership/

Oracle pulls an upset as one of AI’s big winners: Company’s subscription cloud offering has been selected by likes of OpenAI as backbone of large language models
ft.com/content/d0928820-d51d-46b2-8287-9369bcf76467

Oracle shares fall more than 12% on light cloud revenue: Oracle shares fell more than 12% Tuesday after coming up short on revenue for its fiscal second quarter ...
cnbc.com/2023/12/12/oracle-shares-fall-more-than-10percent-on-light-cloud-revenue.html
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