Oracle CEO sends AI wake-up call to employees

Oracle's wake-up call is that faster employees do not automatically create a faster business. Magouyrk acknowledged that AI ...

Oracle CEO tells employees AI has not sped up product delivery

Oracle co-CEO Clay Magouyrk tells employees that faster AI coding has not accelerated product delivery. Explore the ...

Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

Could Oracle's debt load derail its AI cloud ambitions?

The risk of a sudden reversal in AI growth looms large over Oracle stock.

Oracle cuts 359 Washington jobs in latest AI-driven layoffs; Seattle offices ‘not closing’

The cuts are part of broader nationwide layoffs at the enterprise software giant and heavily impact technical engineering and ...
Crypto Briefing

Oracle CEO warns employees of AI adoption challenges as coding speeds surge but product delivery stalls

Oracle co-CEO Clay Magouyrk warns AI tools cut coding from quarters to a week but product delivery hasn't improved, exposing ...
Crypto Briefing

Oracle invests hundreds of billions in AI data centers, boosting Vertiv and Caterpillar

Oracle's $300 billion AI data center deal with OpenAI creates massive opportunities for Vertiv and Caterpillar as industrial ...

Oracle、最大500億ドル調達へ―AI相場は「需要」から「資金繰り」を見る段階に入った

結論｜AI需要が強いだけでは、株価は上がらない AI相場を見るうえで、次に重要になるのは「AI需要がどれだけあるか」だけではありません。 その需要を満たすための巨大な設備投資を、誰が、どの条件で、どこまで資金調達できるのか。 Oracleの動きは、その転換点を象徴しています。 Oracleは2026年2月、Oracle Cloud Infrastructure（OCI）の追加能力を建設するため、暦 ...

MetaKarta v12 Unifies Enterprise Metadata Management for AI, BI, and Databases

Meta Integration Technology, Inc. (MITI) today announced general availability of MetaKarta v12, including Semantic Hub that compiles governed business definitions into the databases, BI tools, and AI ...

売上30％増でも、フリーキャッシュフローは54億ドルのマイナス――Oracle決算は「誰がAI投資を先払いするか」で読む

AIインフラ企業の決算では、売上成長率だけを見ても実態をつかみにくくなっています。需要が強いほど、GPUやデータセンターへの支払いが売上の計上より先に膨らむからです。 Oracleが2026年9月10日に発表した2027年5月期第1四半期（2026年8月31日までの3カ月）は、その構造をよく表しています。売上高は前年同期比30％増、クラウド・インフラストラクチャー（IaaS）は121％増。一方、設 ...

Why OpenAI’s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom

Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries.

Oracle Partners with Wipro to Strengthen End-to-End Pharmacovigilance Services

Oracle Life Sciences announced a partnership with Wipro Limited, a leading AI-powered technology services and consulting company to strengthen Wipro's pharmacovigilance (PV) service offering using ...