Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

A Department of Government Efficiency employee shared Social Security data without agency officials’ knowledge and in violation of security protocols, the Justice Department said in a court filing ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

Blue Owl Capital‘s (NYSE: OWL) decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh flashpoint for investors already on edge about the financial ...

The construction industry’s era of incremental change is over. The conversations about “digital transformation” have grown stale. The future isn’t about digitizing old processes; but about building a ...

Dec 17 (Reuters) - Oracle said ‌talks for an equity deal to ‌support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...