Oracle Cloud Infrastructure (OCI) has become a strategically significant part of Oracle’s business, and one it hopes offers differentiation from the major hyperscalers. The company posted cloud ...

Cloudflare is set to integrate its connectivity cloud platform with Oracle Cloud Infrastructure (OCI). The Cloudflare ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...

The company pointed to its strong remaining performance obligations (RPO) as a reason for the confidence in its growth outlook, noting that most of these contracts are non-cancellable. In the quarter, ...

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.