Oracle’s AI empire runs on Nvidia, but the numbers don’t add up

Oracle is unafraid when it comes to hedging big bets. The company is making a career out of reinventing itself on a large ...

Oracle Is a Buy-the-Dip Opportunity, Analyst Says. How the Stock Could Rise 23%.

Mizuho is bullish for now, rating Oracle at Outperform with a $350 price target. This suggests 23% upside to Wednesday’s ...
Datacenter Dynamics

Oracle's 65,000+ GPU supercluster now generally available

An Oracle Cloud Infrastructure (OCI) Supercluster with Nvidia H200 GPUs is now generally available. The Supercluster can scale up to 65,536 Nvidia H200 GPUs, and offers up to 260 exaflops of peak FP8 ...
SDxCentral

Oracle adds Nvidia L40S GPU bare metal instances to OCI

Oracle Cloud Infrastructure (OCI) has made Nvidia L40S GPU bare-metal instances available to its customers. Announced in an Nvidia blog post, the instances are available to order and have been ...
TechCrunch

How Index Ventures jumped to the front of the AI GPU line

Earlier this week, The New York Times shone a light on some of the desperation that founders are experiencing as they try and fail to secure compute power for their nascent artificial intelligence ...
Investing

Oracle shares pop as UBS moves to Buy on 'under-appreciated' GPU capacity

UBS analysts have upgraded its rating on Oracle (NYSE:ORCL) from Neutral to Buy with a price target raised by $20 to $140 per share. This move is fueled by UBS’ growing conviction that Oracle has ...