Microsoft, Google, Amazon, Meta and others signed a nonbinding pledge agreeing to cover the cost of powering AI data centers.

Executives from Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI signed a “ratepayer protection pledge.” ...

Oracle's strong quarterly numbers have eased Wall Street's fears about the growing price tag and debt tied to its ambitious AI data center push.

Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

A Cerebras deal from one of the world's top cloud providers could be a big boon for a company that's trying to hit the public ...

Oracle Corporation is rated a Buy due to robust execution, margin inflection, and high potential cloud growth opportunity.

Big Red's 400MW of data center stand-up is around the same as the previous quarter, but less than Microsoft’s 1GW. The company has secured 10GW of power for its data center pipeline over the next ...

Despite operating in a different league than traditional Big Tech giants, Oracle has heavily invested in the AI-driven future of computing and cloud services. The Austin-based ...

Oracle has predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, while artificial intelligence firm Anthropic is suing the U.S. government. Ciara ...

The AI boom has produced plenty of big numbers and bold headlines—but few rival “Stargate,” the massive data center project ...

Oracle is reportedly planning thousands of layoffs as it pours billions into AI data centers, raising investor concerns over ...

Investors are concerned about the scale of their data center spending. And when it comes to AI spending risk, Oracle is often held up as the poster child. The company has seen its stock drop by more ...