Google and Oracle (NYSE:ORCL) are underwriting massive upgrades to legacy US nuclear plants to secure electricity for their expanding data centers, funneling billions of dollars into separate deals.

A regulatory bottleneck has put Oracle's 2.45-gigawatt AI project on the clock. Explore how power constraints are impacting ORCL’s $664B backlog.

Sept 25 (Reuters) - Google's cybersecurity unit said on Friday that hacking group ShinyHunters has renewed "mass exploitation" of a security flaw in Oracle's PeopleSoft software, after skirting ...

AI infrastructure is a leveraged pyramid, with cash-rich hyperscalers at the base and highly leveraged neoclouds at the top.

Microsoft Corporation unveils the Maia 300 AI chip with 40% more compute per MW to meet inference demand. Click for this MSFT ...

These are the AI news headlines for October 9, 2026.There are three highlights this time. Google Cloud has announced 'Gemini ...

Google today introduced Gemini Agent, its first workplace personal agent. But enterprises -- even those already in the tech ...

Bond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7% bonds maturing in 2056 crossed an 8% yield for the first ...

Reading the new corporate divide—power outage resilience and capital efficiency—that is growing behind the GPU race.The next victory or defeat in AI clouds will not be decided by GPU performance, but ...

Oracle shares fell nearly 5% on Thursday, with NVIDIA, Microsoft and AMD also trading lower, after the Financial Times ...

Oracle has introduced Fusion Clo, a runtime environment for managing AI agents that automate enterprise work. The system ...