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Oracle (ORCL) has been steadily reinventing itself from a legacy database giant into a formidable cloud infrastructure and ...
Oracle has signed up a cloud customer to spend more than $30 billion a year from FY28. The deal, revealed in a regulatory ...
"Regardless of the entity servicing the demand, we believe 5GW of US demand from OpenAI training positions the industry for potential record data center leasing in 2025," TD Cowen said in its latest ...