Google Cloud as a key infrastructure provider for its ChatGPT service and APIs, marking an important shift in its cloud strategy. CNBC reports that the company announced Wednesday that it would now ...

Oracle is forging ahead on its partnership with OpenAI to drive home the point that it's ready to play with the biggest US ...

Google (NASDAQ:GOOG)(NASDAQ:GOOGL) has added a major new client for its cloud business, as OpenAI revealed today it will use the Google Cloud Platform for ChatGPT and its application programming ...

Oracle stock surged more than 5% on Wednesday after the software giant revealed that OpenAI will lease roughly 4.5 gigawatts ...

Analyst upgrades rating on Oracle (ORCL) to Overweight with $270 price target, citing rising enterprise demand for AI ...

Oracle Inc announces a $30 billion cloud deal with OpenAI. Wall Street's average price target indicates downside in ORCL ...

Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...

Optimism surrounding Oracle’s ORCL cloud and AI infrastructure endeavors pushed its stock to an all-time high of $228 a share ...

In a scenario where OpenAI and its peers begin to erode Google search -- thereby taking a toll on Alphabet's advertising revenue -- Alphabet is still able to capture some downstream monetization.

Oracle on Tuesday said it would invest a total of $3 billion upgrading its cloud infrastructure at its facilities in Germany ...

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies ...