Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
‘There are a lot of customers who really want to be able to consume directly through those partners,’ says Nathan Thomas, vice president of multi-cloud for Oracle Cloud Infrastructure. Oracle is ...
In a note to clients, Jefferies said Oracle is entering a new growth phase, as it benefits from surging demand for AI infrastructure and steady adoption of its cloud platform. Analysts believe ...
Oracle Cloud Infrastructure (NYSE:ORCL) plans to deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026. Beginning in the third quarter of 2026, ...
Oracle hosted its Financial Analyst Day and AI World event, unveiling ambitious revenue and profit targets for fiscal 2030 focused on AI-driven cloud infrastructure growth and announcing partnerships ...
Oracle has announced what it calls the largest AI supercomputer in the cloud, the OCI Zettascale10. The company claims the system can deliver 16 zettaFLOPS of peak performance across 800,000 Nvidia ...
Built on Oracle Acceleron RoCE networking architecture with NVIDIA AI infrastructure, OCI Zettascale10 will provide multi–gigawatt AI workload capacity and scale LAS VEGAS, Oct. 14, 2025 /PRNewswire/ ...
The company lays out an aggressive new forecast, with a path to nearly quadrupling revenue by fiscal 2030 and a backlog that has already crossed the $500 billion mark Oracle put a key investor concern ...
(Reuters) -Oracle will offer cloud services using Advanced Micro Devices’ upcoming MI450 artificial intelligence chips, the companies said on Tuesday, as they rush to tap the booming demand for ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
Brex, a self-described intelligent finance platform, has announced that it is collaborating with Oracle, becoming the fintech issuer that has been embedded within Oracle Fusion Cloud Enterprise ...
My job is really very easy. A simple enough statement, but coming from the man who’s just stepped into Safra Catz’s shows as the new co-CEO of one of the biggest enterprise software companies in the ...