AI-focused hyperscalers have issued between $159 billion and $220 billion in bonds so far in 2026, surpassing the entire 2025 total of roughly $108 billion to $120 billion, according to Goldman Sachs,…
Meta and Oracle face heightened scrutiny from credit investors as their AI-driven capital expenditures surge, with Oracle's fiscal 2026 capex reaching $55.66 billion, exceeding its $50 billion target,…
Microsoft's monthly Windows security fixes surged from 60-90 last year to a record 600+ in July 2026, with Oracle and Linux following suit, driven by AI's dual role in both accelerating bug discovery …
Oracle's AI Database 26ai introduces new command-line options for installing Oracle Grid Infrastructure on standalone servers, eliminating the need for response files. The -configureStandaloneServer o…
According to new data from the Washington Post, 40% of current U.S. races involve candidates who list AI and data centers as issues on their websites, making AI more prominent than cryptocurrencies, I…
Larry Ellison, co-founder and chairman of Oracle, fell from the world's second-richest person to No. 8 in two months, with his net worth dropping $104 billion to $192.6 billion, according to Forbes. O…
A new analysis argues that AI spending only makes sense if customers buy roughly $1.2 trillion of tokens a year, rising to $2.5 trillion by 2031, and concludes the buyer is payroll, with no return on …
Nvidia has reduced its planned financial guarantee for an OpenAI data center from $250 billion to under $120 billion, according to a Wall Street Journal report citing people familiar with the matter. …
Silver Lake is in talks to acquire Workday in a deal that could exceed $43 billion, according to Reuters, sending Workday's stock up 17.8% to $206.45 on August 13 and boosting its market value to abou…
Oracle's Project Jupiter data center in Dona Ana County, New Mexico, faces a nearly six-month delay after the New Mexico State Land Office denied a permit for the second time for the Green Chile Proje…
Oracle Corp. confirmed on July 16, 2026, that its Project Jupiter AI data center campus in New Mexico remains on schedule, with construction already employing over 2,700 workers and generating close t…
Bank of America's Global Research team projects the total data center systems market will reach $2.2 trillion by 2030, driven by AI infrastructure, with AI data center systems alone accounting for $1.…
Hyperscalers Microsoft, Amazon, Alphabet, Meta, and Oracle are set to spend between $660 billion and $690 billion on AI-related capital expenditures in 2026, with cumulative outlays crossing $1 trilli…
Oracle has released Oracle Database Security Central, a tool providing a centralized view of security risk across database environments, free until the end of February 2027. The release follows Oracle…
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish financing platforms that could mobilize more than $500 billion of third-party capital f…
Oracle shares surged more than 5% to $153.28 on Wednesday after the company announced a multiyear partnership with Quantinuum to deploy its Helios quantum computer in an Oracle Cloud Infrastructure da…
A Nikkei analysis finds that Alphabet, Amazon, Meta, Microsoft, and Oracle carry approximately $1.65 trillion in hidden debt from AI build-out financing, exceeding their roughly $1.35 trillion in disc…
Vantage Data Centers, backed by Silver Lake and DigitalBridge Group, is in early talks to go public in a deal that could raise about $10 billion at a roughly $100 billion valuation, according to Reute…
Steve Eisman, the investor known for 'The Big Short,' said Anthropic and OpenAI are the 'Achilles' heel' of the AI trade, warning that a price war with cheaper Chinese models could hurt the two AI lab…
Steve Eisman, the investor known for predicting the 2008 housing crash, warned on CNBC's 'Fast Money' that OpenAI and Anthropic together account for roughly 70% of AI-related revenue for major hypersc…