Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s ...
Microsoft’s relationship with OpenAI cracked when it hired Mustafa Suleyman, rival Marc Benioff says
Salesforce CEO Marc Benioff said that the two AI leaders, Sam Altman and Mustafa Suleyman do not care for each other.
Stargate Project: Microsoft Gains, Oracle Waits, Data Centers Face Long-Term Questions
President Trump's $500B Stargate Project unites tech giants to boost US AI supremacy. Microsoft and Oracle stand to benefit, but uncertainty remains.
Microsoft relaxes data center grip on OpenAI amid $500 bln joint venture
Microsoft on Tuesday said it has changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint ...
Oracle launches AI agents for salespeople — joining rivals Microsoft, Google
Unlike generalized virtual assistants used by consumers, Oracle’s agents are designed to handle specific tasks.
Oracle: Time To Bet Big On $500 Billion Stargate Stardom
Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.
Microsoft is letting OpenAI get its own AI compute now
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...
Network World1d
OpenAI, SoftBank, Oracle lead $500B Project Stargate to ramp up AI infra in the US
The project, which will be financially led by SoftBank and operationally by OpenAI, will see an immediate investment of $100 ...
Why Microsoft Stock Is Jumping Today
Microsoft ( MSFT 0.11%) stock is gaining ground in Wednesday's trading following new artificial intelligence (AI) infrastructure investment news. The company's share price was up 3.9% as of 2:15 p.m.
Microsoft Poised to Benefit From Stargate JV With Zero Money
When President Donald Trump joined tech executives on Tuesday to tout a multibillion-dollar artificial intelligence project ...
Investing1d
Stargate initiative 'directional win-win' for Oracle and Microsoft - TD Cowen
The Stargate joint venture, led by SoftBank Group Corp. (TYO: 9984 ), OpenAI, Oracle, and Microsoft, with technology partners ...
devdiscourse2d
Tech Titans Unite: Microsoft, OpenAI, and Oracle's Groundbreaking AI Collaboration
Microsoft has revised key terms in its deal with OpenAI following the latter's joint venture with Oracle and SoftBank to ...