CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

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 ...

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to doubts about its reliance on OpenAI and debt-fueled datacenter buildout, which ...

Nvidia made similar equity stake deals with startups CoreWeave and Lambda. Those startups’ number one cost is the computing power needed to train and deploy AI models, so much of Nvidia’s equity ...

Oracle has teamed up with chip maker AMD for a new artificial intelligence supercluster service powered by tens of thousands of graphics processing units, and unveiled what it says is the world's ...

OpenAI announced on Monday that it will acquire several data centers’ worth of chips from AMD in a blockbuster deal that could also give OpenAI the option to acquire a roughly 10 percent stake in the ...

(Reuters) -OpenAI, along with Oracle and Vantage Data Centers, will develop a data center campus in Wisconsin, as part of the Stargate project, to keep the U.S. ahead in the global artificial ...