Scotiabank sees Oracle as an AI infrastructure breakout, forecasting $10B GPU revenue in 2026 and a $300 stock price target.

He also said Oracle plans to use nuclear reactors to power the facility, and is already working with a company that has “building permits” to build three small reactors.

AI deployment network Parasail has launched with $10 million in Seed Funding. The company's offering brings together a global GPU compute supply including Nvidia H100s, H200s, A100s, and 4090s which ...

Oracle (ORCL) plans to spend about $40B on Nvidia's (NVDA) high-end chips to power OpenAI's new Texas data center, according to a report by the Financial Times.

Collins said the department has “put the onus back on Oracle to actually, you know, provide what they're supposed to provide,” while also working to address internal problems “that really ...

Oracle Cloud Infrastructure (OCI) has made Nvidia L40S GPU bare-metal instances available to its customers. Announced in an Nvidia blog post, the instances are available to order and have been ...

The technical disruption comes as the VA plans to speed up deployment of Oracle's EHR, planning to have a total of 13 sites go live in 2026.

Outlook The company expects its cloud services run rate to reach $72 million in March 2025, with an additional $15 million ARR starting in June from a major GPU deployment contract. A 512 GPU ...

An Oracle Cloud Infrastructure (OCI) Supercluster with Nvidia H200 GPUs is now generally available. The Supercluster can scale up to 65,536 Nvidia H200 GPUs, and offers up to 260 exaflops of peak ...

Oracle Corporation (NYSE: ORCL) shares are trading lower premarket on Wednesday. The company disclosed plans to invest over $6.5 billion to open a public cloud region in Malaysia.

VA to resume Oracle EHR deployments in mid-2026 More than a year after the agency largely put new deployments on hold, the Department of Veterans Affairs will soon begin work to roll out the ...