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Tag: Oracle

Alphabet, Meta, and Oracle Are All Teaming Up to Disrupt Nvidia’s Biggest Competitive Advantage | The Motley Fool
Nvidia

Alphabet, Meta, and Oracle Are All Teaming Up to Disrupt Nvidia’s Biggest Competitive Advantage | The Motley Fool

vm_adminNovember 10, 2026

By Adam Levy Publication Date: 2026-11-10 09:55:00 Nvidia (NVDA -4.27%) has long been the dominant force in artificial intelligence chips.…

Microsoft Opts Not to Renew AI Lease, Weighing on Oracle ORCL
Microsoft

Microsoft Opts Not to Renew AI Lease, Weighing on Oracle ORCL

vm_adminNovember 10, 2026

By Olumide Adesina Publication Date: 2026-11-10 09:22:00 News that Microsoft is winding down its multi-year agreement to rent AI cloud…

Microsoft, Oracle, SAP considered 'AI winners' among software companies: Oppenheimer
Microsoft

Microsoft, Oracle, SAP considered 'AI winners' among software companies: Oppenheimer

vm_adminNovember 9, 2026

By Chris Ciaccia Publication Date: 2026-11-09 16:30:00 Oppenheimer names Microsoft, Oracle, and SAP as AI winners as enterprise spending shifts…

Microsoft reportedly winds down Oracle AI infrastructure contract
Microsoft

Microsoft reportedly winds down Oracle AI infrastructure contract

vm_adminNovember 9, 2026

By Shubhendu Vimal Publication Date: 2026-11-09 13:33:00 Microsoft is reportedly scaling back an arrangement to lease AI computing capacity from…

Microsoft reportedly phasing out Oracle compute, reassessing cloud deals
Microsoft

Microsoft reportedly phasing out Oracle compute, reassessing cloud deals

vm_adminNovember 9, 2026

By Lily Hess, DIGITIMES, Taipei Publication Date: 2026-11-09 05:48:00 Microsoft is phasing out a rented compute capacity agreement with Oracle…

Microsoft Ends Old-Generation GPU Compute Lease with Oracle, AI Leasing Market Shows K-Shaped Divergence — BigGo Finance
Microsoft

Microsoft Ends Old-Generation GPU Compute Lease with Oracle, AI Leasing Market Shows K-Shaped Divergence — BigGo Finance

vm_adminNovember 9, 2026

By BigGo Finance Publication Date: 2026-11-09 02:56:00 U.S. tech giant Microsoft is scaling back part of its artificial intelligence compute…

Microsoft’s Oracle move raises new question for investors
Microsoft

Microsoft’s Oracle move raises new question for investors

vm_adminNovember 9, 2026

By Hillary Remy, Robert Davey Publication Date: 2026-11-09 03:47:00 For about three years, Oracle servers helped power the AI version…

Oracle Falls 4% as Microsoft Reportedly Ends AI Deal [2026]
Microsoft

Oracle Falls 4% as Microsoft Reportedly Ends AI Deal [2026]

vm_adminNovember 8, 2026

By Nadia Dubois Publication Date: 2026-11-08 17:59:00 Microsoft is winding down an arrangement to rent AI computing capacity from Oracle,…

Microsoft Cuts Oracle AI Cloud Lease, Threatening 0 Level for ORCL
Microsoft

Microsoft Cuts Oracle AI Cloud Lease, Threatening $100 Level for ORCL

vm_adminNovember 8, 2026

By Olumide Adesina Publication Date: 2026-11-08 11:43:00 Oracle Corporation shares (NYSE: ORCL) faced renewed selling pressure following reports that tech…

Microsoft winds down Oracle AI computing deal: report
Microsoft

Microsoft winds down Oracle AI computing deal: report

vm_adminNovember 8, 2026

By The Daily Star Publication Date: 2026-11-07 18:00:00 Microsoft is ending an arrangement to rent AI computing power from Oracle…

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