Microsoft and Nvidia race to $4T, but Microsoft's AI strategy faces huge risks from its OpenAI feud, chip delays, and rising ...

The additional $30 billion in sales starting in fiscal 2028 will bring the company's top line to $97 billion, assuming that ...

On the back of positive remarks from the company's CEO and bolstered by an apparent deal with a major artificial intelligence ...

deep dive Amazon Web Services (AWS) is in the process of building out a massive supercomputing cluster containing "hundreds ...

TD Cowen raised the firm’s price target on Oracle (ORCL) to $275 from $250 and keeps a Buy rating on the shares, noting that the firm’s new target is “a Street high.” Bloomberg reported that OpenAI, ...

OpenAI secures a massive 4.5 GW compute lease from Oracle for its Stargate project, signaling a huge leap in AI ...

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

OpenAI will lease approximately 4.5 gigawatts of data centre power from Oracle under a $30 billion‐per‐year agreement set to ...

Stargate, OpenAI’s initiative, in collaboration with partners such as Oracle and SoftBank Group, to allocate $500 billion ...

Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the ...

Ilya Sutskever, the co-founder of OpenAI’s Superalignment efforts, is now CEO of Safe Superintelligence (SSI), which he co‑founded just last year.

OpenAI will lease 4.5 gigawatts of U.S. data center power from Oracle as part of its $500 billion Stargate initiative, ...