News tagged Oracle at DIGITIMES

NEWS TAGGED ORACLE

Wednesday 4 November 2026

Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test

Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the...

Tuesday 3 November 2026

Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion

Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...

Friday 30 October 2026

Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute

Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...

Wednesday 28 October 2026

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...

Wednesday 28 October 2026

Google TPUs land Oracle, with OpenAI reportedly next

Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate...

Thursday 8 October 2026

AI boom reportedly drives tech giants toward new debt financing for chips

Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes...

Friday 11 September 2026

Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026

Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Thursday 27 August 2026

Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago

The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...

Wednesday 19 August 2026

Tech giants' AI commitments reach US$3 trillion beyond balance sheets

Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...

Thursday 13 August 2026

Oracle's transformation from enterprise software to AI powerhouse

Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

Monday 10 August 2026

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck

Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...

Friday 7 August 2026

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026

Wistron rumored to win Oracle AI server order as new customers expand

Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...

Friday 24 July 2026

OpenAI compute spending to reportedly rise from US$600B to US$750B

OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense...

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Nov 3, 08:00

NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter

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