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NEWS TAGGED ORACLE
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Tuesday 7 October 2025
US AI ambitions face blue-collar worker crisis
As the Trump administration enlists tech giants OpenAI, Oracle Corp., and Nvidia Corporation to develop AI infrastructure through Stargate data centers, concerns grow over labor shortages...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Wednesday 1 October 2025
Trump, Xi talk 'tech truce' as Oracle takes over TikTok's US future
US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called "very productive" and " very good ." The call has sparked...
Wednesday 1 October 2025
OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...
Thursday 25 September 2025
Foxconn set to gain from US$400b data center expansion in US by big names
Tech giants OpenAI, Oracle, and SoftBank on September 23 have announced a US$400 billion plan to build five new artificial intelligence data centers across the US, a massive infrastructure...
Wednesday 24 September 2025
Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
Tuesday 23 September 2025
Oracle reportedly to oversee TikTok algorithm under US-China framework deal
The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Tuesday 23 September 2025
Oracle appoints co-CEOs; Catz moves to vice chair role
On September 22, Oracle announced that Clay Magouyrk and Mike Sicilia have been appointed CEOs, succeeding Safra Catz, who will transition to Executive Vice Chair of the company's...
Friday 19 September 2025
AI foundry model could reshape global tech manufacturing
Former Taiwan Minister of Science and Technology, Chen Liang-gee, expressed confidence that the artificial intelligence (AI) industry will not succumb to a short-term bubble but is...
Thursday 18 September 2025
Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision
Alibaba Group founder Jack Ma has stepped back into the spotlight, reclaiming a central role in the company's strategy after years of relative absence since his 2019 exit as chairman...
Wednesday 17 September 2025
Oracle takes lead in TikTok US deal as Trump extends deadline
The US and China are edging toward a framework agreement that would see TikTok's American operations spun into a new joint venture dominated by US investors, according to The...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.